BIP Wealth’s U.S. Micro Cap Portfolio ETF DFMC Stock Holding History

BIP Wealth’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	$320K	Buy	+5,591	New	+$336K	0.01%	468

Other funds holding DFMC

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

First Financial Group Raleigh, North Carolina $131M AUM 12.24% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

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

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

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

BIP Wealth's DFMC Position: Q3 2026 in Review

BIP Wealth opened a new position in U.S. Micro Cap Portfolio ETF (DFMC) in Q3 2026: 5,591 shares worth $320K. The stake represents 0.01% of the portfolio and ranks #468 among its holdings.

10 funds tracked by Wall St. Rank hold DFMC as of Q3 2026.

BIP Wealth held 5,591 shares of U.S. Micro Cap Portfolio ETF worth $320K as of Q3 2026.
U.S. Micro Cap Portfolio ETF was a new BIP Wealth position in Q3 2026.
U.S. Micro Cap Portfolio ETF made up 0.01% of BIP Wealth's portfolio in Q3 2026, its #468 holding.
10 funds tracked by Wall St. Rank held U.S. Micro Cap Portfolio ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.