US Micro Cap Portfolio ETF (DFMC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

INCREASED

Shares1,312,057 from 1,238,052

Change+74,005 (+6%)

Value$75.0M (-$609.9K)

Filed 2026-10-27

Valued Wealth Advisors LLC

NEW

Shares51,583

Change+51,583

Value$3.0M

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares40,961 from 3,838

Change+37,123 (+967%)

Value$2.3M (+$2.1M)

Filed 2026-11-02

Dimensional Fund Advisors LP

UNCHANGED

Shares25,000 from 25,000

Change0 (0%)

Value$1.4M (-$97.8K)

Filed 2026-11-04

Cypress Point Wealth Management, LLC

INCREASED

Shares15,753 from 13,803

Change+1,950 (+14%)

Value$900.6K (+$57.5K)

Filed 2026-11-03

Sheets Smith Wealth Management

INCREASED

Shares14,785 from 14,669

Change+116 (+1%)

Value$845.3K (-$50.7K)

Filed 2026-10-16

Allodium Investment Consultants, LLC

INCREASED

Shares13,811 from 3,675

Change+10,136 (+276%)

Value$789.6K (+$565.1K)

Filed 2026-10-14

Chicago Partners Investment Group LLC

NEW

Shares6,536

Change+6,536

Value$378.0K

Filed 2026-10-27

BIP Wealth, LLC

NEW

Shares5,591

Change+5,591

Value$319.6K

Filed 2026-10-22

First Financial Group Corp

NEW

Shares5,337

Change+5,337

Value$305.1K

Filed 2026-10-22

Accurate Wealth Management, LLC

INCREASED

Shares4,748 from 3,693

Change+1,055 (+29%)

Value$274.3K (+$52.2K)

Filed 2026-10-20

Melfa Wealth Management, Inc.

NEW

Shares4,180

Change+4,180

Value$239.0K

Filed 2026-11-06

Ferguson Johnson Wealth Management Inc

NEW

Shares4,102

Change+4,102

Value$234.5K

Filed 2026-11-05

Sachem Hill LLC

NEW

Shares3,952

Change+3,952

Value$225.9K

Filed 2026-10-14

Farther Finance Advisors, LLC

INCREASED

Shares3,899 from 643

Change+3,256 (+506%)

Value$222.9K (+$183.6K)

Filed 2026-10-08

Greenspring Advisors, LLC

NEW

Shares3,674

Change+3,674

Value$210.0K

Filed 2026-11-05

Rachor Investment Advisory Services, LLC

DECREASED

Shares2,083 from 2,098

Change-15 (-1%)

Value$119.1K (-$9.1K)

Filed 2026-10-29

Burk Holdings LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$45.7K (-$3.1K)

Filed 2026-11-05

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares711 from 711

Change0 (0%)

Value$40.6K (-$2.8K)

Filed 2026-10-15

CX Institutional

DECREASED

Shares200 from 400

Change-200 (-50%)

Value$11 (-$13)

Filed 2026-10-02

EverSource Wealth Advisors, LLC

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$3.4K (-$235)

Filed 2026-11-04

LAM Group, Inc.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$2.9K (-$195)

Filed 2026-10-26

Coston, McIsaac & Partners

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$1.1K (+$1.1K)

Filed 2026-11-06

Signature Resources Capital Management, LLC

NEW

Shares8

Change+8

Value$457

Filed 2026-10-16

Allworth Financial LP

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$245 ($0)

Filed 2026-11-06

Bank of Montreal

N/A

Shares— from 191,279

Change-191,279 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 20,954

Change-20,954 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 19,914

Change-19,914 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 19,212

Change-19,212 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 8,331

Change-8,331 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 5,867

Change-5,867 (-100%)

Value—

Shepherd Wealth Management Ltd Liability Co

N/A

Shares— from 5,077

Change-5,077 (-100%)

Value—

Corus Family Wealth Advisors

N/A

Shares— from 4,418

Change-4,418 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 2,579

Change-2,579 (-100%)

Value—

Timmons Wealth Management, LLC

N/A

Shares— from 110

Change-110 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

	Status
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	INCREASED	1,312,057	1,238,052	+74,005	+6%	$75.6M	$75.0M	-$609.9K	2026-10-27
Valued Wealth Advisors LLC	NEW	51,583	—	+51,583	—	—	$3.0M	—	2026-11-05
Cambridge Investment Research Advisors, Inc.	INCREASED	40,961	3,838	+37,123	+967%	$234.0K	$2.3M	+$2.1M	2026-11-02
Dimensional Fund Advisors LP	UNCHANGED	25,000	25,000	0	0%	$1.5M	$1.4M	-$97.8K	2026-11-04
Cypress Point Wealth Management, LLC	INCREASED	15,753	13,803	+1,950	+14%	$843.1K	$900.6K	+$57.5K	2026-11-03
Sheets Smith Wealth Management	INCREASED	14,785	14,669	+116	+1%	$896.0K	$845.3K	-$50.7K	2026-10-16
Allodium Investment Consultants, LLC	INCREASED	13,811	3,675	+10,136	+276%	$224.5K	$789.6K	+$565.1K	2026-10-14
Chicago Partners Investment Group LLC	NEW	6,536	—	+6,536	—	—	$378.0K	—	2026-10-27
BIP Wealth, LLC	NEW	5,591	—	+5,591	—	—	$319.6K	—	2026-10-22
First Financial Group Corp	NEW	5,337	—	+5,337	—	—	$305.1K	—	2026-10-22
Accurate Wealth Management, LLC	INCREASED	4,748	3,693	+1,055	+29%	$222.1K	$274.3K	+$52.2K	2026-10-20
Melfa Wealth Management, Inc.	NEW	4,180	—	+4,180	—	—	$239.0K	—	2026-11-06
Ferguson Johnson Wealth Management Inc	NEW	4,102	—	+4,102	—	—	$234.5K	—	2026-11-05
Sachem Hill LLC	NEW	3,952	—	+3,952	—	—	$225.9K	—	2026-10-14
Farther Finance Advisors, LLC	INCREASED	3,899	643	+3,256	+506%	$39.3K	$222.9K	+$183.6K	2026-10-08
Greenspring Advisors, LLC	NEW	3,674	—	+3,674	—	—	$210.0K	—	2026-11-05
Rachor Investment Advisory Services, LLC	DECREASED	2,083	2,098	-15	-1%	$128.1K	$119.1K	-$9.1K	2026-10-29
Burk Holdings LLC	UNCHANGED	800	800	0	0%	$48.9K	$45.7K	-$3.1K	2026-11-05
Cherry Tree Wealth Management, LLC	UNCHANGED	711	711	0	0%	$43.4K	$40.6K	-$2.8K	2026-10-15
CX Institutional	DECREASED	200	400	-200	-50%	$24	$11	-$13	2026-10-02
EverSource Wealth Advisors, LLC	UNCHANGED	60	60	0	0%	$3.7K	$3.4K	-$235	2026-11-04
LAM Group, Inc.	UNCHANGED	50	50	0	0%	$3.1K	$2.9K	-$195	2026-10-26
Coston, McIsaac & Partners	UNCHANGED	19	19	0	0%	$1	$1.1K	+$1.1K	2026-11-06
Signature Resources Capital Management, LLC	NEW	8	—	+8	—	—	$457	—	2026-10-16
Allworth Financial LP	UNCHANGED	4	4	0	0%	$245	$245	$0	2026-11-06
Bank of Montreal	N/A	—	191,279	-191,279	-100%	$11.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	20,954	-20,954	-100%	$1.3M	—	—	—
Citadel Advisors LLC	N/A	—	19,914	-19,914	-100%	$1.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	19,212	-19,212	-100%	$1.2M	—	—	—
Jane Street Group, LLC	N/A	—	8,331	-8,331	-100%	$508.9K	—	—	—
Quantinno Capital Management LP	N/A	—	5,867	-5,867	-100%	$358.4K	—	—	—
Shepherd Wealth Management Ltd Liability Co	N/A	—	5,077	-5,077	-100%	$258.0K	—	—	—
Corus Family Wealth Advisors	N/A	—	4,418	-4,418	-100%	$269.9K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	2,579	-2,579	-100%	$157.5K	—	—	—
Timmons Wealth Management, LLC	N/A	—	110	-110	-100%	$6.7K	—	—	—
LRI Investments, LLC	N/A	—	28	-28	-100%	$1.7K	—	—	—

Showing 36 of 36 institutions