Accel Wealth Management Dimensional ETF Tr U S Target Transaction History

Accel Wealth Management

$257 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	BUY	$41.44 - $46.39 $263,516 - $294,994	6,359 New	6,359 $294,000

Others Institutions Holding DFAT

# of Institutions

749

Shares Held

168M

Call Options Held

500

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$765 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$676 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.94M
Shares

$486 Million
9.85% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$391 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$279 Million
2.33% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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