LRI Investments’s U.S. Micro Cap Portfolio ETF DFMC Stock Holding History

LRI Investments’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	$1.71K	Buy	+28	New	+$1.57K	﹤0.01%	1292

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

LRI Investments's DFMC Position: Q2 2026 in Review

LRI Investments opened a new position in U.S. Micro Cap Portfolio ETF (DFMC) in Q2 2026: 28 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #1292 among its holdings.

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

LRI Investments held 28 shares of U.S. Micro Cap Portfolio ETF worth $1.71K as of Q2 2026.
U.S. Micro Cap Portfolio ETF was a new LRI Investments position in Q2 2026.
U.S. Micro Cap Portfolio ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1292 holding.
27 funds tracked by Wall St. Rank held U.S. Micro Cap Portfolio ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.