US Micro Cap Portfolio ETFDFMCETF

13F holders, Q2 2026 (June 30)
27holders +18
19new positions
0sold out
1famous investor
$61.04avg. 13F price*

At the end of Q2 2026, 27 institutions reported holding US Micro Cap Portfolio ETF (DFMC) in their 13F filings, up 18 from Q1 2026. 19 opened new positions and 0 sold out. The largest holders were Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($75.6M), Bank of Montreal ($11.7M) and Dimensional Fund Advisors LP ($1.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
US Micro Cap Portfolio ETF
Filed as
DFA INVT DIMENSIONS GROUP IN (Q2 2026)
CUSIP
25239Y238
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2026: 9Q1 2026Q2 2026: 27Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions19$16.0M
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 359,096 shares bought and 16,094 shares sold, net +343,002 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 27 holders

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.11% Add +7.3% 1,238,052 $75.6M
Bank of Montreal 0.00% New 191,279 $11.7M
Dimensional Fund Advisors LP 0.00% No change 25,000 $1.5M
Susquehanna International Group, LLP 0.00% New 20,954 $1.3M
Citadel Advisors 0.00% Add +21.6% 19,914 $1.2M
Goldman Sachs Group Inc. 0.00% Reduce -42.8% 19,212 $1.2M
Sheets Smith Wealth Management 0.09% New 14,669 $896K
Cypress Point Wealth Management, LLC 0.17% Add +138.0% 13,803 $843K
Jane Street Group, LLC 0.00% New 8,331 $509K
Quantinno Capital Management LP 0.00% New 5,867 $358K
Corus Family Wealth Advisors 0.19% New 4,418 $270K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.14% New 5,077 $258K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -31.3% 3,838 $234K
Allodium Investment Consultants, LLC 0.10% New 3,675 $224K
Accurate Wealth Management, LLC 0.02% New 3,693 $222K
Strategic Investment Solutions, Inc. 0.04% New 2,579 $157K
Rachor Investment Advisory Services, LLC 0.06% Add +16.0% 2,098 $128K
Burk Holdings LLC 0.02% New 800 $49K
Cherry Tree Wealth Management, LLC 0.01% New 711 $43K
Farther Finance Advisors, LLC 0.00% New 643 $39K
CX Institutional 0.00% New 400 $24K
Timmons Wealth Management, LLC 0.00% New 110 $7K
EverSource Wealth Advisors, LLC 0.00% New 60 $4K
Lam Group, Inc. 0.00% Add +150.0% 50 $3K
LRI Investments, LLC 0.00% New 28 $2K
Coston, McIsaac & Partners 0.00% New 19 $1K
Allworth Financial LP 0.00% New 4 $245

"% of holder's portfolio" is DFMC's weight in each manager's 13F, not the share of US Micro Cap Portfolio ETF the manager owns.