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Atomi Financial Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Atomi Financial Group’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1M Buy
208,319
+22,815
+12% +$1.12M 0.31% 65
2025
Q4 		$8.64M Sell
185,504
-42,564
-19% -$1.93M 0.25% 74
2025
Q3 		$10.2M Sell
228,068
-15,976
-7% -$696K 0.33% 57
2025
Q2 		$10.3M Sell
244,044
-46,831
-16% -$1.88M 0.39% 52
2025
Q1 		$12M Buy
+290,875
New +$12.2M 0.55% 38

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Atomi Financial Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 12% in Q1 2026, buying an estimated $1.12M and bringing the position to 208,319 shares worth $10.1M. The position accounts for 0.31% of the portfolio, ranked #65.

Atomi Financial Group first reported a position in DFUV in Q1 2025 and has held it in 5 quarters since. The position peaked at $12M in Q1 2025. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Atomi Financial Group held 208,319 shares of Dimensional US Marketwide Value ETF worth $10.1M as of Q1 2026.
  • Atomi Financial Group bought 22,815 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.12M.
  • Dimensional US Marketwide Value ETF made up 0.31% of Atomi Financial Group's portfolio in Q1 2026, its #65 holding.
  • Atomi Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Atomi Financial Group's Dimensional US Marketwide Value ETF position peaked at $12M in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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