EWM
DFMC

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

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
SC
Schubert & Co Mckinney, Texas $145M AUM 6.77% 1-Year Est. Return

Empirical Wealth Management's DFMC Position: Q2 2026 in Review

Empirical Wealth Management increased its U.S. Micro Cap Portfolio ETF (DFMC) stake by 7.3% in Q2 2026, buying an estimated $4.72M and bringing the position to 1,238,052 shares worth $75.6M. The position accounts for 1.1% of the portfolio, ranked #16.

Empirical Wealth Management first reported a position in DFMC in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold DFMC as of Q2 2026.

  • Empirical Wealth Management held 1,238,052 shares of U.S. Micro Cap Portfolio ETF worth $75.6M as of Q2 2026.
  • Empirical Wealth Management bought 83,924 U.S. Micro Cap Portfolio ETF shares in Q2 2026, an estimated $4.72M.
  • U.S. Micro Cap Portfolio ETF made up 1.1% of Empirical Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Empirical Wealth Management first reported a position in U.S. Micro Cap Portfolio ETF in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held U.S. Micro Cap Portfolio ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.