AFG
DFSV

Atomi Financial Group’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Atomi Financial Group’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Buy
26,099
+19,936
+323% +$745K 0.03% 467
2026
Q1 		$216K Buy
+6,163
New +$218K 0.01% 1122

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Atomi Financial Group increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 323% in Q2 2026, buying an estimated $745K and bringing the position to 26,099 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #467.

Atomi Financial Group first reported a position in DFSV in Q1 2026 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Atomi Financial Group held 26,099 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $1.01M as of Q2 2026.
  • Atomi Financial Group bought 19,936 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $745K.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #467 holding.
  • Atomi Financial Group first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q1 2026 and has held it in 2 quarters since.
  • 584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

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