AWM
DFUS

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

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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. 285 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.
  • 285 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.