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

Empirical 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 Q2	$75.6M	Buy	1,238,052 +83,924	+7%	+$4.72M	1.1%	16
2026 Q1	$58.7M	Buy	+1,154,128	New	+$58.1M	1.01%	20

Other funds holding DFMC

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $203M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return