Accel Wealth Management Dimensional ETF Tr Transaction History

Accel Wealth Management

  • $328 Million
  • Q3 2025

A detailed history of Accel Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Accel Wealth Management holds 69,842 shares of DFIV stock, worth $3.35 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
69,842
Previous 23,334 199.31%
Holding current value
$3.35 Million
Previous $999,000 222.42%
% of portfolio
0.98%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$42.66 - $46.53 $1.98 Million - $2.16 Million
46,508 Added 199.31%
69,842 $3.22 Million
Q2 2025

Jul 21, 2025
BUY
$34.67 - $43.21 $555,621 - $692,483
16,026 Added 219.29%
23,334 $999,000
Q1 2025

Apr 10, 2025
BUY
$35.33 - $40.77 $258,191 - $297,947
7,308 New
7,308 $289,000
Q4 2023

Jan 18, 2024
BUY
$30.86 - $34.46 $186,363 - $208,103
6,039 New
6,039 $207,000

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Accel Wealth Management Portfolio

Follow Accel Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email