Accel Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$216K	Buy	+5,572	New	+$208K	0.05%	280

Other funds holding DFSV

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Accel Wealth Management opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 5,572 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #280 among its holdings.

268 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Accel Wealth Management held 5,572 shares of Dimensional US Small Cap Value ETF worth $216K as of Q2 2026.
Dimensional US Small Cap Value ETF was a new Accel Wealth Management position in Q2 2026.
Dimensional US Small Cap Value ETF made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #280 holding.
268 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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