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 Q3	$8.82M	Buy	157,875 +18,775	+13%	+$1.07M	1.9%	8
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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

DFS

Dixon Fnancial Services Lafayette, California $249M AUM 21.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Accel Wealth Management's DFIV Position: Q3 2026 in Review

Accel Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 13% in Q3 2026, buying an estimated $1.07M and bringing the position to 157,875 shares worth $8.82M. The position accounts for 1.9% of the portfolio, ranked #8.

Accel Wealth Management first reported a position in DFIV in Q4 2023 and has held it in 9 quarters since. 359 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Accel Wealth Management held 157,875 shares of Dimensional International Value ETF worth $8.82M as of Q3 2026.
Accel Wealth Management bought 18,775 Dimensional International Value ETF shares in Q3 2026, an estimated $1.07M.
Dimensional International Value ETF made up 1.9% of Accel Wealth Management's portfolio in Q3 2026, its #8 holding.
Accel Wealth Management first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 9 quarters since.
359 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.