Mullaney, Keating & Wright’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Mullaney, Keating & Wright’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$507K	Hold	9,210	–	–	0.25%	42
2026 Q1	$446K	Hold	9,210	–	–	0.24%	43
2025 Q4	$429K	Hold	9,210	–	–	0.23%	45
2025 Q3	$412K	Hold	9,210	–	–	0.23%	44
2025 Q2	$389K	Hold	9,210	–	–	0.26%	41
2025 Q1	$380K	Hold	9,210	–	–	0.26%	43
2024 Q4	$377K	Sell	9,210 -11,962	-56%	-$508K	0.25%	40
2024 Q3	$883K	Buy	21,172 +13,457	+174%	+$544K	0.61%	20
2024 Q2	$303K	Buy	+7,715	New	+$305K	0.23%	43

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Mullaney, Keating & Wright's DFUV Position: Q2 2026 in Review

Mullaney, Keating & Wright held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 9,210 shares worth $507K. The position accounts for 0.25% of the portfolio, ranked #42.

Mullaney, Keating & Wright first reported a position in DFUV in Q2 2024 and has held it in 9 quarters since. The position peaked at $883K in Q3 2024. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Mullaney, Keating & Wright held 9,210 shares of Dimensional US Marketwide Value ETF worth $507K as of Q2 2026.
Mullaney, Keating & Wright left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.25% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #42 holding.
Mullaney, Keating & Wright first reported a position in Dimensional US Marketwide Value ETF in Q2 2024 and has held it in 9 quarters since.
Mullaney, Keating & Wright's Dimensional US Marketwide Value ETF position peaked at $883K in Q3 2024.
798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.