Valued Wealth Advisors’s U.S. Micro Cap Portfolio ETF DFMC Stock Holding History

Valued Wealth Advisors’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	$2.96M	Buy	+51,583	New	+$3.1M	1.02%	18

Other funds holding DFMC

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 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

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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

First Financial Group Raleigh, North Carolina $131M AUM 12.24% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Valued Wealth Advisors's DFMC Position: Q3 2026 in Review

Valued Wealth Advisors opened a new position in U.S. Micro Cap Portfolio ETF (DFMC) in Q3 2026: 51,583 shares worth $2.96M. The stake represents 1.02% of the portfolio and ranks #18 among its holdings.

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

Valued Wealth Advisors held 51,583 shares of U.S. Micro Cap Portfolio ETF worth $2.96M as of Q3 2026.
U.S. Micro Cap Portfolio ETF was a new Valued Wealth Advisors position in Q3 2026.
U.S. Micro Cap Portfolio ETF made up 1.02% of Valued Wealth Advisors's portfolio in Q3 2026, its #18 holding.
25 funds tracked by Wall St. Rank held U.S. Micro Cap Portfolio ETF as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.