Schubert & Co’s U.S. Micro Cap Portfolio ETF DFMC Stock Holding History

Schubert & Co’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	$270K	Buy	+4,418	New	+$248K	0.19%	72

Other funds holding DFMC

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

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

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

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $203M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Schubert & Co's DFMC Position: Q2 2026 in Review

Schubert & Co opened a new position in U.S. Micro Cap Portfolio ETF (DFMC) in Q2 2026: 4,418 shares worth $270K. The stake represents 0.19% of the portfolio and ranks #72 among its holdings.

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

Schubert & Co held 4,418 shares of U.S. Micro Cap Portfolio ETF worth $270K as of Q2 2026.
U.S. Micro Cap Portfolio ETF was a new Schubert & Co position in Q2 2026.
U.S. Micro Cap Portfolio ETF made up 0.19% of Schubert & Co's portfolio in Q2 2026, its #72 holding.
14 funds tracked by Wall St. Rank held U.S. Micro Cap Portfolio ETF as of Q2 2026.

Based on Schubert & Co's 13F filing for Q2 2026, filed 30 Jul 2026.