AIL
DFSV

Atomic Invest LLC’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Atomic Invest LLC’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
2025
Q4 		$33.7K Buy
+1,015
New +$32.6K 0.02% 118

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Atomic Invest LLC's DFSV Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q4 2025: 1,015 shares worth $33.7K. The stake represents 0.02% of the portfolio and ranks #118 among its holdings.

525 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

  • Atomic Invest LLC held 1,015 shares of Dimensional US Small Cap Value ETF worth $33.7K as of Q4 2025.
  • Dimensional US Small Cap Value ETF was a new Atomic Invest LLC position in Q4 2025.
  • Dimensional US Small Cap Value ETF made up 0.02% of Atomic Invest LLC's portfolio in Q4 2025, its #118 holding.
  • 525 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.