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 Q3	$309K	Hold	23,002	–	–	0.2%	45
2026 Q2	$337K	Hold	23,002	–	–	0.22%	43
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

TWML

Todd Wealth Management, LLC Venice, Florida $131M AUM 28.18% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

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

DKM Wealth Management's RMT Position: Q3 2026 in Review

DKM Wealth Management held its Royce Micro-Cap Trust (RMT) position steady in Q3 2026 at 23,002 shares worth $309K. The position accounts for 0.2% of the portfolio, ranked #45.

DKM Wealth Management first reported a position in RMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $337K in Q2 2026. 19 funds tracked by Wall St. Rank hold RMT as of Q3 2026.

DKM Wealth Management held 23,002 shares of Royce Micro-Cap Trust worth $309K as of Q3 2026.
DKM Wealth Management left its Royce Micro-Cap Trust share count unchanged in Q3 2026.
Royce Micro-Cap Trust made up 0.2% of DKM Wealth Management's portfolio in Q3 2026, its #45 holding.
DKM Wealth Management first reported a position in Royce Micro-Cap Trust in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's Royce Micro-Cap Trust position peaked at $337K in Q2 2026.
19 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.