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Accel Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Accel Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,359
Closed -$295K – 171
2023
Q2 		$295K Buy
+6,359
New +$279K 0.16% 126

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Accel Wealth Management's DFAT Position: Q3 2023 in Review

Accel Wealth Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q3 2023, closing a stake of 6,359 shares — an estimated $295K sold.

Accel Wealth Management first reported a position in DFAT in Q2 2023 and held it in 1 quarter. The position peaked at $295K in Q2 2023. 511 funds tracked by Wall St. Rank hold DFAT as of Q3 2023.

  • Accel Wealth Management reported no remaining Dimensional US Targeted Value ETF position as of Q3 2023 after selling out during the quarter.
  • Accel Wealth Management sold 6,359 Dimensional US Targeted Value ETF shares in Q3 2023, an estimated $295K.
  • Accel Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q2 2023 and held it in 1 quarter.
  • Accel Wealth Management's Dimensional US Targeted Value ETF position peaked at $295K in Q2 2023.
  • 511 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2023.

Based on Accel Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.