AFG
DFAI

Atomi Financial Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Atomi Financial Group’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$512K Buy
13,142
+3,818
+41% +$153K 0.02% 707
2025
Q4 		$355K Sell
9,324
-2,521
-21% -$93.4K 0.01% 850
2025
Q3 		$431K Buy
11,845
+205
+2% +$7.25K 0.01% 708
2025
Q2 		$402K Buy
11,640
+918
+9% +$30.1K 0.02% 680
2025
Q1 		$335K Buy
10,722
+4
+0% +$123 0.02% 711
2024
Q4 		$313K Buy
10,718
+435
+4% +$13.2K 0.02% 701
2024
Q3 		$327K Sell
10,283
-755
-7% -$23.1K 0.02% 633
2024
Q2 		$327K Buy
11,038
+2,098
+23% +$63K 0.02% 555
2024
Q1 		$270K Buy
+8,940
New +$259K 0.02% 572

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return