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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

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

Atomi Financial Group increased its Dimensional US Small Cap ETF (DFAS) stake by 16% in Q1 2026, buying an estimated $111K and bringing the position to 11,277 shares worth $802K. The position accounts for 0.02% of the portfolio, ranked #512.

Atomi Financial Group first reported a position in DFAS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.16M in Q1 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Atomi Financial Group held 11,277 shares of Dimensional US Small Cap ETF worth $802K as of Q1 2026.
Atomi Financial Group bought 1,516 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $111K.
Dimensional US Small Cap ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #512 holding.
Atomi Financial Group first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
Atomi Financial Group's Dimensional US Small Cap ETF position peaked at $1.16M in Q1 2025.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

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