US MICRO CAP PORTFOLIO ETF (DFMC) Institutional Ownership Changes & 13F Activity
US MICRO CAP PORTFOLIO ETF (DFMC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of Montreal, Empirical Financial Services, Llc D.B.A. Empirical Wealth Management, Mcilrath & Eck, Llc, Susquehanna International Group, Llp, and Sheets Smith Wealth Management.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Buy | +711 | — | 711 | $43.43K | Q2 2026 | Sep 15, 2026 |
| Citadel Advisors Llc | Buy | +3,533 | +21.6% | 19,914 | $1.22M | Q2 2026 | Sep 02, 2026 |
| Shepherd Wealth Management Ltd Liability Co | Buy | +5,077 | — | 5,077 | $257.96K | Q2 2026 | Aug 27, 2026 |
| Susquehanna International Group, Llp | Buy | +20,954 | — | 20,954 | $1.28M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -14,344 | -42.7% | 19,212 | $1.17M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +8,331 | — | 8,331 | $508.86K | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management Lp | Buy | +5,867 | — | 5,867 | $358.36K | Q2 2026 | Aug 13, 2026 |
| Burk Holdings Llc | Buy | +800 | — | 800 | $48.86K | Q2 2026 | Aug 13, 2026 |
| Bank Of Montreal | Buy | +191,279 | — | 191,279 | $11.68M | Q2 2026 | Aug 12, 2026 |
| Coston, Mcisaac & Partners | Buy | +19 | — | 19 | $1.00K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Buy | +4 | — | 4 | $245.00 | Q2 2026 | Aug 11, 2026 |
| Timmons Wealth Management, Llc | Buy | +110 | — | 110 | $6.72K | Q2 2026 | Aug 07, 2026 |
| Corus Family Wealth Advisors | Buy | +4,418 | — | 4,418 | $269.87K | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -1,750 | -31.3% | 3,838 | $234.00 | Q2 2026 | Jul 30, 2026 |
| Cypress Point Wealth Management, Llc | Buy | +8,003 | +138.0% | 13,803 | $843.08K | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, Llc | Buy | +643 | — | 643 | $39.27K | Q2 2026 | Jul 17, 2026 |
| Rachor Investment Advisory Services, Llc | Buy | +289 | +16.0% | 2,098 | $128.15K | Q2 2026 | Jul 16, 2026 |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | Buy | +83,924 | +7.3% | 1,238,052 | $75.62M | Q2 2026 | Jul 15, 2026 |
| Accurate Wealth Management, Llc | Buy | +3,693 | — | 3,693 | $222.10K | Q2 2026 | Jul 15, 2026 |
| Allodium Investment Consultants, Llc | Buy | +3,675 | — | 3,675 | $224.48K | Q2 2026 | Jul 14, 2026 |
| Lri Investments, Llc | Buy | +28 | — | 28 | $1.71K | Q2 2026 | Jul 14, 2026 |
| Sheets Smith Wealth Management | Buy | +14,669 | — | 14,669 | $895.98K | Q2 2026 | Jul 13, 2026 |
| Lam Group, Inc. | Buy | +30 | +150.0% | 50 | $3.05K | Q2 2026 | Jul 10, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +2,579 | — | 2,579 | $157.50K | Q2 2026 | Jul 08, 2026 |
| Cx Institutional | Buy | +400 | — | 400 | $24.00K | Q2 2026 | Jul 02, 2026 |
| Mcilrath & Eck, Llc | Sell | -24,405 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
Frequently asked questions about DFMC activity
Which institutional owners are buying DFMC?
Institutional owners buying DFMC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFMC activity?
"Buy" means an investor increased their reported position in DFMC compared to the prior reporting period. This reflects growing exposure to US MICRO CAP PORTFOLIO ETF (DFMC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFMC increasing?
Institutional interest in DFMC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.