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 Q2	$12.3M	Buy	223,958 +15,639	+8%	+$821K	0.32%	62
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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Atomi Financial Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 7.5% in Q2 2026, buying an estimated $821K and bringing the position to 223,958 shares worth $12.3M. The position accounts for 0.32% of the portfolio, ranked #62.

Atomi Financial Group first reported a position in DFUV in Q1 2025 and has held it in 6 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Atomi Financial Group held 223,958 shares of Dimensional US Marketwide Value ETF worth $12.3M as of Q2 2026.
Atomi Financial Group bought 15,639 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $821K.
Dimensional US Marketwide Value ETF made up 0.32% of Atomi Financial Group's portfolio in Q2 2026, its #62 holding.
Atomi Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 6 quarters since.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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