Accel Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$241K	Hold	2,939	–	–	0.05%	259
2026 Q1	$208K	Sell	2,939 -525	-15%	-$38.9K	0.05%	269
2025 Q4	$257K	Buy	3,464 +204	+6%	+$15K	0.07%	224
2025 Q3	$236K	Hold	3,260	–	–	0.07%	237
2025 Q2	$218K	Buy	+3,260	New	+$202K	0.07%	237
2025 Q1	–	Sell	-3,510	Closed	-$224K	–	257
2024 Q4	$224K	Hold	3,510	–	–	0.08%	220
2024 Q3	$218K	Hold	3,510	–	–	0.08%	225
2024 Q2	$207K	Sell	3,510 -1,168	-25%	-$66.4K	0.08%	222
2024 Q1	$267K	Hold	4,678	–	–	0.11%	170
2023 Q4	$242K	Buy	4,678 +290	+7%	+$14K	0.12%	163
2023 Q3	$204K	Hold	4,388	–	–	0.11%	160
2023 Q2	$211K	Buy	+4,388	New	+$200K	0.12%	159

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

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

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

Accel Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 2,939 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #259.

Accel Wealth Management first reported a position in DFUS in Q2 2023 and has held it in 12 quarters since. The position peaked at $267K in Q1 2024. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Accel Wealth Management held 2,939 shares of Dimensional US Equity ETF worth $241K as of Q2 2026.
Accel Wealth Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #259 holding.
Accel Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2023 and has held it in 12 quarters since.
Accel Wealth Management's Dimensional US Equity ETF position peaked at $267K in Q1 2024.
872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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