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 $3.2 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
69,842
              Previous 23,334
              
        
           199.31%
        
      
          
        Holding current value
$3.2 Million
            Previous $999,000
            
        
           222.42%
        
      
          
        % of portfolio
0.98%
            Previous 0.34%
          
        Shares
	  4 transactions
	
  Others Institutions Holding DFIV
# of Institutions
768Shares Held
268MCall Options Held
0Put Options Held
0- 
    
      Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
- 
    
      Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
- 
    
      Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
- 
    
      Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio