Who owns DFMCWhat DFMC owns — n/a

Who owns U.S. Micro Cap Portfolio ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of DFMC from SEC Form 13F filings across 27 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 27 institutions disclosed 1.6M shares of U.S. Micro Cap Portfolio ETF worth $96.5M — about 122% of shares outstanding; the largest disclosed holder is Empirical Financial Services, LLC d.b.a. Empirical Wealth Management. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$96.5M

value, 2026 filers

122%

of shares outstanding (1.6M sh)

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFMC's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	1.2M	$75.6M	1.1%	95.2%	+7.3%
2	BANK OF MONTREAL /CAN/NEW	191,279	$11.7M	0.0%	14.7%	new
3	DIMENSIONAL FUND ADVISORS LP	25,000	$1.5M	0.0%	1.9%	0.0%
4	SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW	20,954	$1.3M	0.0%	1.6%	new
5	CITADEL ADVISORS LLC	19,914	$1.2M	0.0%	1.5%	+21.6%
6	GOLDMAN SACHS GROUP INC	19,212	$1.2M	0.0%	1.5%	-42.7%
7	SHEETS SMITH WEALTH MANAGEMENTNEW	14,669	$895,983	0.1%	1.1%	new
8	Cypress Point Wealth Management, LLC	13,803	$843,082	0.2%	1.1%	+138.0%
9	JANE STREET GROUP, LLCNEW	8,331	$508,857	0.0%	0.6%	new
10	Quantinno Capital Management LPNEW	5,867	$358,356	0.0%	0.5%	new
11	SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoNEW	5,077	$257,958	0.1%	0.4%	new
12	Corus Family Wealth AdvisorsNEW	4,418	$269,871	0.2%	0.3%	new
13	Cambridge Investment Research Advisors, Inc.	3,838	$234	0.0%	0.3%	-31.3%
14	Accurate Wealth Management, LLCNEW	3,693	$222,104	0.0%	0.3%	new
15	Allodium Investment Consultants, LLCNEW	3,675	$224,476	0.1%	0.3%	new
16	Strategic Investment Solutions, Inc. /ILNEW	2,579	$157,496	0.0%	0.2%	new
17	Rachor Investment Advisory Services, LLC	2,098	$128,146	0.1%	0.2%	+16.0%
18	Integrated Wealth Concepts LLCNEW	1,103	$67,378	0.0%	0.1%	new
19	Burk Holdings LLCNEW	800	$48,864	0.0%	0.1%	new
20	Farther Finance Advisors, LLCNEW	643	$39,274	0.0%	0%	new
21	CX InstitutionalNEW	400	$24	0.0%	0%	new
22	Timmons Wealth Management, LLCNEW	110	$6,719	0.0%	0%	new
23	EverSource Wealth Advisors, LLCNEW	60	$3,665	0.0%	0%	new
24	LAM GROUP, INC.	50	$3,054	0.0%	0%	+150.0%
25	LRI Investments, LLCNEW	28	$1,714	0.0%	0%	new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.