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Atomi Financial Group’s Dimensional International Small Cap ETF DFIS Stock Holding History

Atomi Financial Group’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.98M Buy
85,089
+47,866
+129% +$1.71M 0.08% 194
2026
Q1 		$1.25M Buy
37,223
+22,940
+161% +$799K 0.04% 362
2025
Q4 		$470K Buy
14,283
+5,263
+58% +$168K 0.01% 714
2025
Q3 		$285K Buy
+9,020
New +$277K 0.01% 916

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Atomi Financial Group increased its Dimensional International Small Cap ETF (DFIS) stake by 129% in Q2 2026, buying an estimated $1.71M and bringing the position to 85,089 shares worth $2.98M. The position accounts for 0.08% of the portfolio, ranked #194.

Atomi Financial Group first reported a position in DFIS in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Atomi Financial Group held 85,089 shares of Dimensional International Small Cap ETF worth $2.98M as of Q2 2026.
  • Atomi Financial Group bought 47,866 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $1.71M.
  • Dimensional International Small Cap ETF made up 0.08% of Atomi Financial Group's portfolio in Q2 2026, its #194 holding.
  • Atomi Financial Group first reported a position in Dimensional International Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

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