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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return