DFMC Institutional Ownership & Shareholders
US MICRO CAP PORTFOLIO ETF (DFMC) is currently held by 32 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $99.11M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management is currently the largest disclosed institutional shareholder of DFMC tracked by InsiderSet, reporting ownership valued at approximately $75.01M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $76.48M, representing an estimated gain of +1.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed DFMC value among the investors covered in this analysis. Major shareholders include Empirical Financial Services, Llc D.B.A. Empirical Wealth Management, Bank Of Montreal, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in US MICRO CAP PORTFOLIO ETF (DFMC).
This page ranks the largest institutional DFMC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
32
Total Reported Value
$99.11M
Largest Holder
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management
Largest Position
$75.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 1.03% | 1,312,057 | $75,010,277 | $76,476,522 | +$1,466,245 | +1.95% | |
| Bank Of Montreal | 0.00% | 191,279 | $11,683,321 | $11,149,175 | -$534,146 | -4.57% | |
| Dimensional Fund Advisors Lp | 0.00% | 25,000 | $1,527,000 | $1,457,188 | -$69,813 | -4.57% | |
| Susquehanna International Group, Llp | 0.00% | 20,954 | $1,279,870 | $1,221,356 | -$58,514 | -4.57% | |
| Mcilrath & Eck, Llc | 0.09% | 24,405 | $1,241,280 | $1,422,506 | +$181,226 | +14.60% | |
| Citadel Advisors Llc | 0.00% | 19,914 | $1,216,347 | $1,160,737 | -$55,610 | -4.57% | |
| Goldman Sachs Group Inc | 0.00% | 19,212 | $1,173,469 | $1,119,819 | -$53,650 | -4.57% | |
| Sheets Smith Wealth Management | 0.09% | 14,785 | $845,258 | $861,781 | +$16,523 | +1.95% | |
| Cypress Point Wealth Management, Llc | 0.17% | 13,803 | $843,082 | $804,542 | -$38,540 | -4.57% | |
| Allodium Investment Consultants, Llc | 0.32% | 13,811 | $789,582 | $805,009 | +$15,427 | +1.95% | |
| Jane Street Group, Llc | 0.00% | 8,331 | $508,857 | $485,593 | -$23,264 | -4.57% | |
| Chicago Partners Investment Group Llc | 0.01% | 6,536 | $378,036 | $380,967 | +$2,931 | +0.78% | |
| Quantinno Capital Management Lp | 0.00% | 5,867 | $358,356 | $341,973 | -$16,383 | -4.57% | |
| Bip Wealth, Llc | 0.01% | 5,591 | $319,637 | $325,885 | +$6,248 | +1.95% | |
| First Financial Group Corp | 0.23% | 5,337 | $305,116 | $311,080 | +$5,964 | +1.95% | |
| Accurate Wealth Management, Llc | 0.02% | 4,748 | $274,280 | $276,749 | +$2,469 | +0.90% | |
| Corus Family Wealth Advisors | 0.19% | 4,418 | $269,871 | $257,514 | -$12,357 | -4.58% | |
| Shepherd Wealth Management Ltd Liability Co | 0.14% | 5,077 | $257,958 | $295,926 | +$37,968 | +14.72% | |
| Sachem Hill Llc | 0.04% | 3,952 | $225,936 | $230,352 | +$4,416 | +1.95% | |
| Farther Finance Advisors, Llc | 0.00% | 3,899 | $222,911 | $227,263 | +$4,352 | +1.95% | |
| Strategic Investment Solutions, Inc. | 0.04% | 2,579 | $157,496 | $150,323 | -$7,173 | -4.55% | |
| Rachor Investment Advisory Services, Llc | 0.06% | 2,083 | $119,086 | $121,413 | +$2,327 | +1.95% | |
| Burk Holdings Llc | 0.02% | 800 | $48,864 | $46,630 | -$2,234 | -4.57% | |
| Cherry Tree Wealth Management, Llc | 0.01% | 711 | $40,648 | $41,442 | +$794 | +1.95% | |
| Timmons Wealth Management, Llc | 0.00% | 110 | $6,719 | $6,412 | -$307 | -4.57% | |
| Lam Group, Inc. | 0.00% | 50 | $2,859 | $2,914 | +$55 | +1.94% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 40,961 | $2,342 | $2,387,514 | +$2,385,172 | +101843.39% | |
| Lri Investments, Llc | 0.00% | 28 | $1,714 | $1,632 | -$82 | -4.78% | |
| Coston, Mcisaac & Partners | 0.00% | 19 | $1,000 | $1,107 | +$107 | +10.75% | |
| Signature Resources Capital Management, Llc | 0.00% | 8 | $457 | $466 | +$9 | +2.04% | |
| Allworth Financial Lp | 0.00% | 4 | $245 | $233 | -$12 | -4.84% | |
| Cx Institutional | 0.00% | 200 | $11 | $11,658 | +$11,647 | +105877.27% |
Frequently asked questions about DFMC
Who are the largest institutional holders of DFMC?
The largest institutional holders of DFMC reported in the latest SEC Form 13F filings include Empirical Financial Services, Llc D.B.A. Empirical Wealth Management, Bank Of Montreal, Dimensional Fund Advisors Lp, Susquehanna International Group, Llp, and Mcilrath & Eck, Llc. InsiderSet ranks institutional holders by their latest reported DFMC position.
What is DFMC institutional ownership?
This page tracks DFMC positions reported by institutional investment managers through SEC Form 13F. US MICRO CAP PORTFOLIO ETF (DFMC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFMC?
InsiderSet currently tracks 32 institutional managers reporting DFMC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFMC shareholders.
How much DFMC stock do institutions own?
Institutional investment managers disclosed approximately $99.11M in DFMC holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFMC institutional ownership last updated?
The latest DFMC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFMC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFMC position after the reporting date.
Are institutions buying or selling DFMC?
Institutional buying and selling can be analyzed by comparing DFMC positions across consecutive 13F reporting periods. InsiderSet's DFMC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFMC ownership changes.
How has DFMC institutional ownership changed over time?
InsiderSet tracks DFMC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.