Atomi Financial Group
DFAS icon

Atomi Financial Group’s U.S. Small Cap Portfolio ETF Class Shares 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
Q3 		$926K Buy
11,956
+300
+3% +$24.4K 0.02% 513
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% +$6.76K 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 $179B AUM 16.96% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

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

Atomi Financial Group increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 2.6% in Q3 2026, buying an estimated $24.4K and bringing the position to 11,956 shares worth $926K. The position accounts for 0.02% of the portfolio, ranked #513.

Atomi Financial Group first reported a position in DFAS in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.16M in Q1 2025. 560 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • Atomi Financial Group held 11,956 shares of U.S. Small Cap Portfolio ETF Class Shares worth $926K as of Q3 2026.
  • Atomi Financial Group bought 300 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $24.4K.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.02% of Atomi Financial Group's portfolio in Q3 2026, its #513 holding.
  • Atomi Financial Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2024 and has held it in 10 quarters since.
  • Atomi Financial Group's U.S. Small Cap Portfolio ETF Class Shares position peaked at $1.16M in Q1 2025.
  • 560 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

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