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Atomi Financial Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Atomi Financial Group’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$635K Buy
16,055
+5,862
+58% +$224K 0.02% 664
2026
Q1 		$364K Buy
+10,193
New +$367K 0.01% 850

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Atomi Financial Group increased its Dimensional US Large Cap Value ETF (DFLV) stake by 58% in Q2 2026, buying an estimated $224K and bringing the position to 16,055 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #664.

Atomi Financial Group first reported a position in DFLV in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Atomi Financial Group held 16,055 shares of Dimensional US Large Cap Value ETF worth $635K as of Q2 2026.
  • Atomi Financial Group bought 5,862 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $224K.
  • Dimensional US Large Cap Value ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #664 holding.
  • Atomi Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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