Accel Wealth Management
DFUS icon

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
Q3 		$244K Hold
2,939
– – 0.05% 261
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Accel Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 2,939 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #261.

Accel Wealth Management first reported a position in DFUS in Q2 2023 and has held it in 13 quarters since. The position peaked at $267K in Q1 2024. 681 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Accel Wealth Management held 2,939 shares of Dimensional US Equity ETF worth $244K as of Q3 2026.
  • Accel Wealth Management left its Dimensional US Equity ETF share count unchanged in Q3 2026.
  • Dimensional US Equity ETF made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #261 holding.
  • Accel Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • Accel Wealth Management's Dimensional US Equity ETF position peaked at $267K in Q1 2024.
  • 681 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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