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Atomi Financial Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Atomi Financial Group’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$960K Buy
11,656
+379
+3% +$29.4K 0.03% 492
2026
Q1 		$802K Buy
11,277
+1,516
+16% +$111K 0.02% 512
2025
Q4 		$680K Buy
9,761
+1,633
+20% +$113K 0.02% 557
2025
Q3 		$556K Sell
8,128
-2,824
-26% -$188K 0.02% 612
2025
Q2 		$698K Sell
10,952
-8,454
-44% -$507K 0.03% 460
2025
Q1 		$1.16M Buy
19,406
+14,539
+299% +$935K 0.05% 269
2024
Q4 		$317K Buy
4,867
+101
+2% +$6.75K 0.02% 695
2024
Q3 		$309K Buy
4,766
+40
+0.8% +$2.5K 0.02% 653
2024
Q2 		$284K Buy
+4,726
New +$284K 0.02% 602

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atomi Financial Group's DFAS Position: Q2 2026 in Review

Atomi Financial Group increased its Dimensional US Small Cap ETF (DFAS) stake by 3.4% in Q2 2026, buying an estimated $29.4K and bringing the position to 11,656 shares worth $960K. The position accounts for 0.03% of the portfolio, ranked #492.

Atomi Financial Group first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q1 2025. 914 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Atomi Financial Group held 11,656 shares of Dimensional US Small Cap ETF worth $960K as of Q2 2026.
  • Atomi Financial Group bought 379 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $29.4K.
  • Dimensional US Small Cap ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #492 holding.
  • Atomi Financial Group first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's Dimensional US Small Cap ETF position peaked at $1.16M in Q1 2025.
  • 914 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.