DKM Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

DKM Wealth Management’s Portfolio SYLD Stock Details SYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.88M	Buy	72,964 +750	+1%	+$62.9K	3.72%	10
2026 Q2	$5.71M	Sell	72,214 -523	-0.7%	-$41K	3.73%	10
2026 Q1	$5.49M	Buy	72,737 +275	+0.4%	+$20.6K	3.95%	8
2025 Q4	$5.04M	Sell	72,462 -4,446	-6%	-$305K	3.76%	8
2025 Q3	$5.28M	Sell	76,908 -47,935	-38%	-$3.25M	4.24%	8
2025 Q2	$8.12M	Sell	124,843 -11,719	-9%	-$730K	7%	4
2025 Q1	$8.71M	Sell	136,562 -30,620	-18%	-$2.07M	8.45%	4
2024 Q4	$11.4M	Buy	+167,182	New	+$12.1M	10.85%	4

Other funds holding SYLD

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWM

Sherman Wealth Management Gaithersburg, Maryland $141M AUM 16.41% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

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

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Meridian Financial Holliston, Massachusetts $214M AUM 14.07% 1-Year Est. Return

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

DKM Wealth Management increased its Cambria Shareholder Yield ETF (SYLD) stake by 1% in Q3 2026, buying an estimated $62.9K and bringing the position to 72,964 shares worth $5.88M. The position accounts for 3.72% of the portfolio, ranked #10.

DKM Wealth Management first reported a position in SYLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.4M in Q4 2024. 26 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

DKM Wealth Management held 72,964 shares of Cambria Shareholder Yield ETF worth $5.88M as of Q3 2026.
DKM Wealth Management bought 750 Cambria Shareholder Yield ETF shares in Q3 2026, an estimated $62.9K.
Cambria Shareholder Yield ETF made up 3.72% of DKM Wealth Management's portfolio in Q3 2026, its #10 holding.
DKM Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's Cambria Shareholder Yield ETF position peaked at $11.4M in Q4 2024.
26 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

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