Atmos Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

Atmos Advisory’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	$152K	Buy	1,852 +5	+0.3%	+$395	0.08%	14
2026 Q1	$131K	Buy	1,847 +3	+0.2%	+$222	0.07%	14
2025 Q4	$137K	Buy	1,844 +4	+0.2%	+$294	0.08%	15
2025 Q3	$133K	Buy	1,840 +5	+0.3%	+$348	0.08%	14
2025 Q2	$123K	Buy	1,835 +5	+0.3%	+$310	0.08%	14
2025 Q1	$111K	Buy	1,830 +4	+0.2%	+$256	0.07%	14
2024 Q4	$116K	Buy	1,826 +7	+0.4%	+$449	0.08%	20
2024 Q3	$113K	Buy	1,819 +4	+0.2%	+$239	0.08%	14
2024 Q2	$107K	Buy	1,815 +6	+0.3%	+$341	0.08%	14
2024 Q1	$103K	Buy	1,809 +3	+0.2%	+$162	0.08%	14
2023 Q4	$93.6K	Buy	1,806 +8	+0.4%	+$387	0.08%	15
2023 Q3	$83.7K	Buy	1,798 +7	+0.4%	+$339	0.07%	14
2023 Q2	$86.3K	Buy	1,791 +6	+0.3%	+$273	0.07%	14
2023 Q1	$79.3K	Buy	1,785 +5	+0.3%	+$217	0.07%	14
2022 Q4	$74.1K	Sell	1,780 -579	-25%	-$24.2K	0.07%	16
2022 Q3	$92K	Buy	2,359 +10	+0.4%	+$430	0.09%	15
2022 Q2	$95K	Buy	2,349 +8	+0.3%	+$354	0.09%	15
2022 Q1	$115K	Buy	2,341 +5	+0.2%	+$242	0.1%	15
2021 Q4	$121K	Buy	+2,336	New	+$117K	0.1%	15

Other funds holding DFUS

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

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return