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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $222k 6.0k 36.75
2023-12-31 $208k 6.0k 34.36

More positions owned by Accel Wealth Management

Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Whitehall Fds High Div Yld (VYM)
Amazon (AMZN)
Procter & Gamble Company (PG)
Vanguard World Energy Etf (VDE)
Vanguard Index Fds Value Etf (VTV)
Us Bancorp Del Com New (USB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
PIMCO Corporate Opportunity Fund (PTY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Accel Wealth Management

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Mercer Global Advisors
Savant Capital Management
Pnc Financial Services
Jane Street
Modera Wealth Management
Creative Planning
Plan
Resource Consulting Group
CI Private Wealth
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Foster Group
Team Hewins

View all funds holding Dimensional Etf Trust