Accel Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Accel Wealth Management’s Portfolio DFIV Stock Details DFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.51M	Buy	139,100 +20,257	+17%	+$1.11M	1.69%	12
2026 Q1	$6.27M	Buy	118,843 +23,062	+24%	+$1.22M	1.64%	12
2025 Q4	$4.78M	Buy	95,781 +25,939	+37%	+$1.23M	1.31%	18
2025 Q3	$3.22M	Buy	69,842 +46,508	+199%	+$2.08M	0.94%	24
2025 Q2	$999K	Buy	23,334 +16,026	+219%	+$653K	0.33%	75
2025 Q1	$288K	Buy	+7,308	New	+$279K	0.1%	192
2024 Q2	–	Sell	-6,039	Closed	-$222K	–	249
2024 Q1	$222K	Hold	6,039	–	–	0.09%	199
2023 Q4	$208K	Buy	+6,039	New	+$197K	0.1%	183

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Accel Wealth Management's DFIV Position: Q2 2026 in Review

Accel Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 17% in Q2 2026, buying an estimated $1.11M and bringing the position to 139,100 shares worth $7.51M. The position accounts for 1.69% of the portfolio, ranked #12.

Accel Wealth Management first reported a position in DFIV in Q4 2023 and has held it in 8 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Accel Wealth Management held 139,100 shares of Dimensional International Value ETF worth $7.51M as of Q2 2026.
Accel Wealth Management bought 20,257 Dimensional International Value ETF shares in Q2 2026, an estimated $1.11M.
Dimensional International Value ETF made up 1.69% of Accel Wealth Management's portfolio in Q2 2026, its #12 holding.
Accel Wealth Management first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 8 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.