Accel Wealth Management Dimensional ETF Tr Transaction History

Accel Wealth Management

$268 Million
Q1 2025

A detailed history of Accel Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Accel Wealth Management holds 7,308 shares of DFIV stock, worth $293,196. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,308

Holding current value

$293,196

% of portfolio

0.11%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

677

Shares Held

220M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

20M
Shares

$803 Million
0.26% of portfolio
Mercer Global Advisors Inc Denver, CO

17.8M
Shares

$714 Million
1.56% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$448 Million
4.47% of portfolio
Savant Capital, LLC

8.49M
Shares

$341 Million
2.53% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.29M
Shares

$293 Million
0.15% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Accel Wealth Management Dimensional ETF Tr Transaction History