Atomi Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$573K	Buy	8,087 +6	+0.1%	+$445	0.02%	662
2025 Q4	$599K	Sell	8,081 -225	-3%	-$16.5K	0.02%	611
2025 Q3	$602K	Buy	8,306 +6	+0.1%	+$418	0.02%	570
2025 Q2	$556K	Buy	8,300 +2,407	+41%	+$149K	0.02%	544
2025 Q1	$356K	Buy	5,893 +485	+9%	+$31K	0.02%	686
2024 Q4	$345K	Buy	5,408 +168	+3%	+$10.8K	0.02%	650
2024 Q3	$326K	Sell	5,240 -20	-0.4%	-$1.2K	0.02%	634
2024 Q2	$310K	Buy	+5,260	New	+$299K	0.02%	575

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

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

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Atomi Financial Group increased its Dimensional US Equity ETF (DFUS) stake by 0.07% in Q1 2026, buying an estimated $445 and bringing the position to 8,087 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #662.

Atomi Financial Group first reported a position in DFUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $602K in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Atomi Financial Group held 8,087 shares of Dimensional US Equity ETF worth $573K as of Q1 2026.
Atomi Financial Group bought 6 Dimensional US Equity ETF shares in Q1 2026, an estimated $445.
Dimensional US Equity ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #662 holding.
Atomi Financial Group first reported a position in Dimensional US Equity ETF in Q2 2024 and has held it in 8 quarters since.
Atomi Financial Group's Dimensional US Equity ETF position peaked at $602K in Q3 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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