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US Micro Cap Portfolio ETF (DFMC)

CUSIP: 25239Y238 | NYSE | 37 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,312,057
1.0% of portfolio›$75.0M
Valued Wealth Advisors LLC51,583
1.0% of portfolio›$3.0M
Cambridge Investment Research Advisors, Inc.40,961
0.0% of portfolio›$2.3M
Dimensional Fund Advisors LP25,000
0.0% of portfolio›$1.4M
Cypress Point Wealth Management, LLC15,753
0.1% of portfolio›$900.6K
Sheets Smith Wealth Management14,785
0.1% of portfolio›$845.3K
Allodium Investment Consultants, LLC13,811
0.3% of portfolio›$789.6K
Chicago Partners Investment Group LLC6,536
0.0% of portfolio›$378.0K
BIP Wealth, LLC5,591
0.0% of portfolio›$319.6K
First Financial Group Corp5,337
0.2% of portfolio›$305.1K
Accurate Wealth Management, LLC4,748
0.0% of portfolio›$274.3K
Melfa Wealth Management, Inc.4,180
0.1% of portfolio›$239.0K
Ferguson Johnson Wealth Management Inc4,102
0.2% of portfolio›$234.5K
Sachem Hill LLC3,952
0.0% of portfolio›$225.9K
Farther Finance Advisors, LLC3,899
0.0% of portfolio›$222.9K
Greenspring Advisors, LLC3,674
0.0% of portfolio›$210.0K
Rachor Investment Advisory Services, LLC2,083
0.1% of portfolio›$119.1K
Burk Holdings LLC800
0.0% of portfolio›$45.7K
Cherry Tree Wealth Management, LLC711
0.0% of portfolio›$40.6K
CX Institutional200
0.0% of portfolio›$11
EverSource Wealth Advisors, LLC60
0.0% of portfolio›$3.4K
LAM Group, Inc.50
0.0% of portfolio›$2.9K
Coston, McIsaac & Partners19
0.0% of portfolio›$1.1K
Signature Resources Capital Management, LLC8
0.0% of portfolio›$457
Allworth Financial LP4
0.0% of portfolio›$245
StyleTurnoverLocationFiled
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,312,057$75.0M1.0%GrowthVery LowSeattle, WA2026-10-27
Valued Wealth Advisors LLC
51,583$3.0M1.0%IndexVery LowHolladay, UT2026-11-05
Cambridge Investment Research Advisors, Inc.
40,961$2.3M0.0%ETFLowFairfield, IA2026-11-02
Dimensional Fund Advisors LP
25,000$1.4M0.0%IndexLowAustin, TX2026-11-04
Cypress Point Wealth Management, LLC
15,753$900.6K0.1%ETFLowDallas, TX2026-11-03
Sheets Smith Wealth Management
14,785$845.3K0.1%CoreLowWinston-Salem, NC2026-10-16
Allodium Investment Consultants, LLC
13,811$789.6K0.3%ETFVery LowMinneapolis, MN2026-10-14
Chicago Partners Investment Group LLC
6,536$378.0K0.0%GARPLowChicago, IL2026-10-27
BIP Wealth, LLC
5,591$319.6K0.0%ETFMediumAtlanta, GA2026-10-22
First Financial Group Corp
5,337$305.1K0.2%ETFLowRaleigh, NC2026-10-22
Accurate Wealth Management, LLC
4,748$274.3K0.0%CoreMediumWesley Chapel, FL2026-10-20
Melfa Wealth Management, Inc.
4,180$239.0K0.1%YieldLowWestborough, MA2026-11-06
Ferguson Johnson Wealth Management Inc
4,102$234.5K0.2%ETFVery LowRockville, MD2026-11-05
Sachem Hill LLC
3,952$225.9K0.0%ETFVery LowDenver, CO2026-10-14
Farther Finance Advisors, LLC
3,899$222.9K0.0%IndexLowSan Francisco, CA2026-10-08
Greenspring Advisors, LLC
3,674$210.0K0.0%ETFVery LowTowson, MD2026-11-05
Rachor Investment Advisory Services, LLC
2,083$119.1K0.1%ETFVery LowLinden, MI2026-10-29
Burk Holdings LLC
800$45.7K0.0%ETFVery LowTulsa, OK2026-11-05
Cherry Tree Wealth Management, LLC
711$40.6K0.0%ETFVery LowMinnetonka, MN2026-10-15
CX Institutional
200$110.0%CoreMediumAuburn, IN2026-10-02
EverSource Wealth Advisors, LLC
60$3.4K0.0%CoreMediumBirmingham, AL2026-11-04
LAM Group, Inc.
50$2.9K0.0%ETFVery LowLake Oswego, OR2026-10-26
Coston, McIsaac & Partners
19$1.1K0.0%YieldVery LowBar Harbor, ME2026-11-06
Signature Resources Capital Management, LLC
8$4570.0%ETFLowNewport Beach, CA2026-10-16
Allworth Financial LP
4$2450.0%IndexLowFolsom, CA2026-11-06