Accel Wealth Management Dimensional ETF Tr Transaction History

Accel Wealth Management

  • $344 Million
  • Q4 2025

A detailed history of Accel Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Accel Wealth Management holds 95,781 shares of DFIV stock, worth $4.59 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
95,781
Previous 69,842 37.14%
Holding current value
$4.59 Million
Previous $3.22 Million 42.44%
% of portfolio
1.33%
Previous 0.98%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$45.13 - $48.25 $1.17 Million - $1.25 Million
25,939 Added 37.14%
95,781 $4.59 Million
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
815
Shares Held
262M
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
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