LG
DFMC

LAM Group’s U.S. Micro Cap Portfolio ETF DFMC Stock Holding History

LAM Group’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 		$3.05K Buy
50
+30
+150% +$1.69K ﹤0.01% 120
2026
Q1 		$1.02K Buy
+20
New +$1.01K ﹤0.01% 124

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

LAM Group's DFMC Position: Q2 2026 in Review

LAM Group increased its U.S. Micro Cap Portfolio ETF (DFMC) stake by 150% in Q2 2026, buying an estimated $1.69K and bringing the position to 50 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #120.

LAM Group first reported a position in DFMC in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold DFMC as of Q2 2026.

  • LAM Group held 50 shares of U.S. Micro Cap Portfolio ETF worth $3.05K as of Q2 2026.
  • LAM Group bought 30 U.S. Micro Cap Portfolio ETF shares in Q2 2026, an estimated $1.69K.
  • U.S. Micro Cap Portfolio ETF made up ﹤0.01% of LAM Group's portfolio in Q2 2026, its #120 holding.
  • LAM Group first reported a position in U.S. Micro Cap Portfolio ETF in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held U.S. Micro Cap Portfolio ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.