Integrated Wealth Concepts’s U.S. Micro Cap Portfolio ETF DFMC Stock Holding History

Integrated Wealth Concepts’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	$67.4K	Buy	+1,103	New	+$62K	﹤0.01%	3142

Other funds holding DFMC

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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 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

Integrated Wealth Concepts's DFMC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in U.S. Micro Cap Portfolio ETF (DFMC) in Q2 2026: 1,103 shares worth $67.4K. The stake represents ﹤0.01% of the portfolio and ranks #3142 among its holdings.

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

Integrated Wealth Concepts held 1,103 shares of U.S. Micro Cap Portfolio ETF worth $67.4K as of Q2 2026.
U.S. Micro Cap Portfolio ETF was a new Integrated Wealth Concepts position in Q2 2026.
U.S. Micro Cap Portfolio ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3142 holding.
27 funds tracked by Wall St. Rank held U.S. Micro Cap Portfolio ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.