EWA
DFMC

EverSource Wealth Advisors’s U.S. Micro Cap Portfolio ETF DFMC Stock Holding History

EverSource Wealth Advisors’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 		$3.67K Buy
+60
New +$3.37K ﹤0.01% 3439

Other funds holding DFMC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

EverSource Wealth Advisors's DFMC Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in U.S. Micro Cap Portfolio ETF (DFMC) in Q2 2026: 60 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #3439 among its holdings.

13 funds tracked by Wall St. Rank hold DFMC as of Q2 2026.

  • EverSource Wealth Advisors held 60 shares of U.S. Micro Cap Portfolio ETF worth $3.67K as of Q2 2026.
  • U.S. Micro Cap Portfolio ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • U.S. Micro Cap Portfolio ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3439 holding.
  • 13 funds tracked by Wall St. Rank held U.S. Micro Cap Portfolio ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.