Atomi Financial Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Atomi Financial Group’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.71M	Buy	59,415 +5,926	+11%	+$376K	0.11%	143
2025 Q4	$3.18M	Sell	53,489 -2,875	-5%	-$168K	0.09%	165
2025 Q3	$3.28M	Sell	56,364 -5,841	-9%	-$333K	0.11%	141
2025 Q2	$3.36M	Sell	62,205 -3,374	-5%	-$172K	0.13%	125
2025 Q1	$3.38M	Buy	65,579 +51,195	+356%	+$2.82M	0.15%	108
2024 Q4	$801K	Buy	+14,384	New	+$823K	0.04%	323

Other funds holding DFAT

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

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

IFA

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

PFA

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Atomi Financial Group increased its Dimensional US Targeted Value ETF (DFAT) stake by 11% in Q1 2026, buying an estimated $376K and bringing the position to 59,415 shares worth $3.71M. The position accounts for 0.11% of the portfolio, ranked #143.

Atomi Financial Group first reported a position in DFAT in Q4 2024 and has held it in 6 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Atomi Financial Group held 59,415 shares of Dimensional US Targeted Value ETF worth $3.71M as of Q1 2026.
Atomi Financial Group bought 5,926 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $376K.
Dimensional US Targeted Value ETF made up 0.11% of Atomi Financial Group's portfolio in Q1 2026, its #143 holding.
Atomi Financial Group first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 6 quarters since.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

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