CX Institutional’s U.S. Micro Cap Portfolio ETF DFMC Stock Holding History

CX Institutional’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	$11K	Sell	200 -200	-50%	-$12K	﹤0.01%	1345
2026 Q2	$24K	Buy	+400	New	+$22.5K	﹤0.01%	1138

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

CTWM

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

CX Institutional's DFMC Position: Q3 2026 in Review

CX Institutional reduced its U.S. Micro Cap Portfolio ETF (DFMC) stake by 50% in Q3 2026, selling an estimated $12K and leaving 200 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

CX Institutional first reported a position in DFMC in Q2 2026 and has held it in 2 quarters since. The position peaked at $24K in Q2 2026. 5 funds tracked by Wall St. Rank hold DFMC as of Q3 2026.

CX Institutional held 200 shares of U.S. Micro Cap Portfolio ETF worth $11K as of Q3 2026.
CX Institutional sold 200 U.S. Micro Cap Portfolio ETF shares in Q3 2026, an estimated $12K.
U.S. Micro Cap Portfolio ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1345 holding.
CX Institutional first reported a position in U.S. Micro Cap Portfolio ETF in Q2 2026 and has held it in 2 quarters since.
CX Institutional's U.S. Micro Cap Portfolio ETF position peaked at $24K in Q2 2026.
5 funds tracked by Wall St. Rank held U.S. Micro Cap Portfolio ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.