Cherry Tree Wealth Management’s U.S. Micro Cap Portfolio ETF DFMC Stock Holding History

Cherry Tree Wealth Management’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	$40.6K	Hold	711	–	–	0.01%	303
2026 Q2	$43.4K	Buy	+711	New	+$40K	0.01%	295

Other funds holding DFMC

AIC

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 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

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

Cherry Tree Wealth Management's DFMC Position: Q3 2026 in Review

Cherry Tree Wealth Management held its U.S. Micro Cap Portfolio ETF (DFMC) position steady in Q3 2026 at 711 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #303.

Cherry Tree Wealth Management first reported a position in DFMC in Q2 2026 and has held it in 2 quarters since. The position peaked at $43.4K in Q2 2026. 5 funds tracked by Wall St. Rank hold DFMC as of Q3 2026.

Cherry Tree Wealth Management held 711 shares of U.S. Micro Cap Portfolio ETF worth $40.6K as of Q3 2026.
Cherry Tree Wealth Management left its U.S. Micro Cap Portfolio ETF share count unchanged in Q3 2026.
U.S. Micro Cap Portfolio ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #303 holding.
Cherry Tree Wealth Management first reported a position in U.S. Micro Cap Portfolio ETF in Q2 2026 and has held it in 2 quarters since.
Cherry Tree Wealth Management's U.S. Micro Cap Portfolio ETF position peaked at $43.4K in Q2 2026.
5 funds tracked by Wall St. Rank held U.S. Micro Cap Portfolio ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.