DWM
RMT

DKM Wealth Management’s Royce Micro-Cap Trust RMT Stock Holding History

DKM Wealth Management’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$260K Hold
23,002
– – 0.19% 49
2025
Q4 		$240K Hold
23,002
– – 0.18% 53
2025
Q3 		$239K Hold
23,002
– – 0.19% 50
2025
Q2 		$213K Hold
23,002
– – 0.18% 48
2025
Q1 		$194K Hold
23,002
– – 0.19% 46
2024
Q4 		$224K Buy
+23,002
New +$226K 0.21% 43

Other funds holding RMT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DKM Wealth Management's RMT Position: Q1 2026 in Review

DKM Wealth Management held its Royce Micro-Cap Trust (RMT) position steady in Q1 2026 at 23,002 shares worth $260K. The position accounts for 0.19% of the portfolio, ranked #49.

DKM Wealth Management first reported a position in RMT in Q4 2024 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold RMT as of Q1 2026.

  • DKM Wealth Management held 23,002 shares of Royce Micro-Cap Trust worth $260K as of Q1 2026.
  • DKM Wealth Management left its Royce Micro-Cap Trust share count unchanged in Q1 2026.
  • Royce Micro-Cap Trust made up 0.19% of DKM Wealth Management's portfolio in Q1 2026, its #49 holding.
  • DKM Wealth Management first reported a position in Royce Micro-Cap Trust in Q4 2024 and has held it in 6 quarters since.
  • 105 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.