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Dimensional Etf Trust shares owned by Accel Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Accel Wealth Management from 13F filings

Historical chart of Accel Wealth Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Accel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Accel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 70k 46.12
2025-06-30 $999k 23k 42.83
2025-03-31 $288k 7.3k 39.36
2024-03-31 $222k 6.0k 36.75
2023-12-31 $208k 6.0k 34.36

More positions owned by Accel Wealth Management

Ishares Tr Core Div Grwth (DGRO)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
PIMCO Corporate Opportunity Fund (PTY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)

View all positions for Accel Wealth Management

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
Buckingham Strategic Partners
Envestnet Asset Management
Index Fund Advisors
Raymond James Financial
EP Wealth Advisors
Creative Planning
HighTower Advisors
Plan
Foster Group

View all funds holding Dimensional Etf Trust