Accel Wealth Management
DFSV icon

Accel Wealth Management’s U.S. Small Cap Value Portfolio ETF Class Shares 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
Q3 		$209K Hold
5,572
– – 0.05% 292
2026
Q2 		$216K Buy
+5,572
New +$208K 0.05% 280

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

Accel Wealth Management held its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) position steady in Q3 2026 at 5,572 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #292.

Accel Wealth Management first reported a position in DFSV in Q2 2026 and has held it in 2 quarters since. The position peaked at $216K in Q2 2026. 276 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

  • Accel Wealth Management held 5,572 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $209K as of Q3 2026.
  • Accel Wealth Management left its U.S. Small Cap Value Portfolio ETF Class Shares share count unchanged in Q3 2026.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #292 holding.
  • Accel Wealth Management first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2026 and has held it in 2 quarters since.
  • Accel Wealth Management's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $216K in Q2 2026.
  • 276 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

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