DFMC

US Micro Cap Portfolio ETFETF
UnclassifiedUSCUSIP 25239Y238◍ Confluence graph
Tracked 13F Holders
18
13F Value (tracked)
$83.6M
13F Moves · latest Q
8 added
0 trimmed
Recent Filings
0

Who owns DFMC?

18 tracked 13F filers

18 tracked 13F filers disclose a position in DFMC as of the latest SEC 13F filings, a combined $83.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma
$75.6M
1.2M
+7.3%
Added · +84K sh
Q2 2026
2GOLDMAN SACHS GROUP INC
$1.7M
34K
New
+34K sh
Q1 2026
3DIMENSIONAL FUND ADVISORS LP
$1.3M
25K
New
+25K sh
Q1 2026
4McIlrath & Eck, LLC
$1.2M
24K
New
+24K sh
Q1 2026
5CITADEL ADVISORS LLC
$833K
16K
New
+16K sh
Q1 2026
6SHEETS SMITH WEALTH MANAGEMENT
$896K
15K
New
+15K sh
Q2 2026
7Cypress Point Wealth Management, LLC
$843K
14K
+138%
Added · +8K sh
Q2 2026
8SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
$258K
5K
New
+5K sh
Q2 2026
9Corus Family Wealth Advisors
$270K
4K
New
+4K sh
Q2 2026
10Accurate Wealth Management, LLC
$222K
4K
New
+4K sh
Q2 2026
11Allodium Investment Consultants, LLC
$224K
4K
New
+4K sh
Q2 2026
12Rachor Investment Advisory Services, LLC
$128K
2K
+16%
Added · +289 sh
Q2 2026
13Integrated Wealth Concepts LLC
$67K
1K
New
+1K sh
Q2 2026
14Burk Holdings LLC
$49K
800
New
+800 sh
Q2 2026
15Timmons Wealth Management, LLC
$7K
110
New
+110 sh
Q2 2026
16LAM GROUP, INC.
$3K
50
+150%
Added · +30 sh
Q2 2026
17LRI Investments, LLC
$2K
28
New
+28 sh
Q2 2026
18Coston, McIsaac & Partners
$1K
19
New
+19 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DFMC being bought or sold by institutions?

Last quarter, 6 funds opened a new position in DFMC and 2 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
2
funds
Reduced
0
funds
Exited
0
funds

Funds that own DFMC also own

CompanyCo-held byCombined value
APPLE INCAAPL8 funds$1.4B
NVIDIA CORPNVDA7 funds$3.3B
AMAZON.COM INCAMZN7 funds$1.7B
TAIWAN SEMICONDUCTOR-SP ADRTSM7 funds$1.4B
META PLATFORMS INC-CLASS AMETA7 funds$1.1B
MICROSOFT CORPMSFT7 funds$1.0B
TESLA INCTSLA7 funds$782.4M
ALPHABET INC-CL CGOOG7 funds$701.8M
BERKSHIRE HATHAWAY INC-CL BBRK/B7 funds$601.0M
COSTCO WHOLESALE CORPCOST7 funds$550.4M
SS SPDR S&P 500 ETF TRUST-USSPY7 funds$239.7M
PFIZER INCPFE7 funds$207.7M

Ranked by how many of DFMC's institutional holders also hold each name, a cross-fund conviction signal.

Share classes

Class13F holdersValue held
DFMCthis pageUS MIC CAP SHS18 funds$83.6M
25239Y576Com2 funds$23.9M
25239Y386OPEN END TAXABLE NO LOAD FUND2 funds$115K
25239Y287OPEN END TAXABLE NO LOAD FUND1 funds$6.6M
25239Y410BOND FUNDS1 funds$2.4M
25239Y592EQUITY FUNDS1 funds$422K
25239Y626OPEN END TAXABLE NO LOAD FUND1 funds$136K
25239Y436EQUITY FUNDS1 funds$133K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in DFMC

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DFMC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DFMC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DFMC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.