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Atomi Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Atomi Financial Group’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$268K Sell
6,892
-6,259
-48% -$252K 0.01% 1011
2025
Q4 		$521K Sell
13,151
-17,461
-57% -$682K 0.02% 674
2025
Q3 		$1.18M Buy
+30,612
New +$1.14M 0.04% 322
2025
Q1 		– Sell
-7,436
Closed -$257K – 1057
2024
Q4 		$257K Buy
+7,436
New +$262K 0.01% 798
2024
Q3 		– Sell
-6,940
Closed -$224K – 917
2024
Q2 		$224K Buy
+6,940
New +$219K 0.02% 698

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Atomi Financial Group's DFAC Position: Q1 2026 in Review

Atomi Financial Group reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 48% in Q1 2026, selling an estimated $252K and leaving 6,892 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #1011.

Atomi Financial Group first reported a position in DFAC in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.18M in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Atomi Financial Group held 6,892 shares of Dimensional US Core Equity 2 ETF worth $268K as of Q1 2026.
  • Atomi Financial Group sold 6,259 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $252K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1011 holding.
  • Atomi Financial Group first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 5 quarters since.
  • Atomi Financial Group's Dimensional US Core Equity 2 ETF position peaked at $1.18M in Q3 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.