Allodium Investment Consultants’s U.S. Micro Cap Portfolio ETF DFMC Stock Holding History

Allodium Investment Consultants’s Portfolio DFMC Stock Details DFMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$790K	Buy	13,811 +10,136	+276%	+$608K	0.32%	37
2026 Q2	$224K	Buy	+3,675	New	+$207K	0.1%	55

Other funds holding DFMC

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Allodium Investment Consultants's DFMC Position: Q3 2026 in Review

Allodium Investment Consultants increased its U.S. Micro Cap Portfolio ETF (DFMC) stake by 276% in Q3 2026, buying an estimated $608K and bringing the position to 13,811 shares worth $790K. The position accounts for 0.32% of the portfolio, ranked #37.

Allodium Investment Consultants first reported a position in DFMC in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold DFMC as of Q3 2026.

Allodium Investment Consultants held 13,811 shares of U.S. Micro Cap Portfolio ETF worth $790K as of Q3 2026.
Allodium Investment Consultants bought 10,136 U.S. Micro Cap Portfolio ETF shares in Q3 2026, an estimated $608K.
U.S. Micro Cap Portfolio ETF made up 0.32% of Allodium Investment Consultants's portfolio in Q3 2026, its #37 holding.
Allodium Investment Consultants first reported a position in U.S. Micro Cap Portfolio ETF in Q2 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held U.S. Micro Cap Portfolio ETF as of Q3 2026.

Based on Allodium Investment Consultants's 13F filing for Q3 2026, filed 14 Oct 2026.