Atomi Financial Group’s U.S. Core Equity 2 Portfolio ETF Class Shares 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 Q3	$342K	Buy	7,702 +828	+12%	+$37.3K	0.01%	997
2026 Q2	$305K	Sell	6,874 -18	-0.3%	-$770	0.01%	1023
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Atomi Financial Group's DFAC Position: Q3 2026 in Review

Atomi Financial Group increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 12% in Q3 2026, buying an estimated $37.3K and bringing the position to 7,702 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #997.

Atomi Financial Group first reported a position in DFAC in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q3 2025. 804 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Atomi Financial Group held 7,702 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $342K as of Q3 2026.
Atomi Financial Group bought 828 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $37.3K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of Atomi Financial Group's portfolio in Q3 2026, its #997 holding.
Atomi Financial Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2024 and has held it in 7 quarters since.
Atomi Financial Group's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.18M in Q3 2025.
804 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.