Accel Wealth Management Dimensional ETF Tr Transaction History

Accel Wealth Management

  • $290 Million
  • Q2 2025

A detailed history of Accel Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Accel Wealth Management holds 23,334 shares of DFIV stock, worth $1.03 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
23,334
Previous 7,308 219.29%
Holding current value
$1.03 Million
Previous $289,000 245.67%
% of portfolio
0.34%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
713
Shares Held
230M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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