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

Shepherd 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 Q2	$258K	Buy	+5,077	New	+$285K	0.14%	49

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

Shepherd Wealth Management's DFMC Position: Q2 2026 in Review

Shepherd Wealth Management opened a new position in U.S. Micro Cap Portfolio ETF (DFMC) in Q2 2026: 5,077 shares worth $258K. The stake represents 0.14% of the portfolio and ranks #49 among its holdings.

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

Shepherd Wealth Management held 5,077 shares of U.S. Micro Cap Portfolio ETF worth $258K as of Q2 2026.
U.S. Micro Cap Portfolio ETF was a new Shepherd Wealth Management position in Q2 2026.
U.S. Micro Cap Portfolio ETF made up 0.14% of Shepherd Wealth Management's portfolio in Q2 2026, its #49 holding.
27 funds tracked by Wall St. Rank held U.S. Micro Cap Portfolio ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.