FDW
AKRE

Fourth Dimension Wealth’s Akre Focus ETF AKRE Stock Holding History

Fourth Dimension Wealth’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$191K Sell
3,615
-962
-21% -$55.9K 0.07% 136
2025
Q4 		$300K Buy
+4,577
New +$296K 0.11% 106

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fourth Dimension Wealth's AKRE Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Akre Focus ETF (AKRE) stake by 21% in Q1 2026, selling an estimated $55.9K and leaving 3,615 shares worth $191K. The position accounts for 0.07% of the portfolio, ranked #136.

Fourth Dimension Wealth first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $300K in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Fourth Dimension Wealth held 3,615 shares of Akre Focus ETF worth $191K as of Q1 2026.
  • Fourth Dimension Wealth sold 962 Akre Focus ETF shares in Q1 2026, an estimated $55.9K.
  • Akre Focus ETF made up 0.07% of Fourth Dimension Wealth's portfolio in Q1 2026, its #136 holding.
  • Fourth Dimension Wealth first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • Fourth Dimension Wealth's Akre Focus ETF position peaked at $300K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.