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

Liberty 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 Q3	$6.96M	Buy	+121,679	New	+$7.3M	0.76%	34

Other funds holding DFMC

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Valued Wealth Advisors Holladay, Utah $290M AUM 16.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Liberty Wealth Management's DFMC Position: Q3 2026 in Review

Liberty Wealth Management opened a new position in U.S. Micro Cap Portfolio ETF (DFMC) in Q3 2026: 121,679 shares worth $6.96M. The stake represents 0.76% of the portfolio and ranks #34 among its holdings.

34 funds tracked by Wall St. Rank hold DFMC as of Q3 2026.

Liberty Wealth Management held 121,679 shares of U.S. Micro Cap Portfolio ETF worth $6.96M as of Q3 2026.
U.S. Micro Cap Portfolio ETF was a new Liberty Wealth Management position in Q3 2026.
U.S. Micro Cap Portfolio ETF made up 0.76% of Liberty Wealth Management's portfolio in Q3 2026, its #34 holding.
34 funds tracked by Wall St. Rank held U.S. Micro Cap Portfolio ETF as of Q3 2026.

Based on Liberty Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.