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DFMC Institutional Ownership

U.S. Micro Cap Portfolio ETF
1W: +0.1% 1M: -2.8% 3M: -3.9% YTD: +18.1%
$58.13
+0.54 (+0.94%)
 
Weekly Expected Move ±1.5%
$56 $57 $58 $59 $60
ETF AMEX · AUM $75.6M

Institutional Ownership — DFMC

28
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
97M
Total Invested
20
New Positions
5
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (29 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Empirical Financial Services, LLC d.b. 1,238,052 $72M +83,924 +7.3% 2Q SEC ↗
2 BANK OF MONTREAL /CAN NEW 191,279 $11M — +0.0% 1Q SEC ↗
3 DIMENSIONAL FUND ADVISORS LP 25,000 $1M — +0.0% 2Q SEC ↗
4 McIlrath & Eck, LLC NEW 24,405 $1M — +0.0% 1Q SEC ↗
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 20,954 $1M — +0.0% 1Q SEC ↗
6 CITADEL ADVISORS LLC 19,914 $1M +3,533 +21.6% 2Q SEC ↗
7 GOLDMAN SACHS GROUP INC 19,212 $1M -14,344 -42.7% 2Q SEC ↗
8 SHEETS SMITH WEALTH MANAGEMENT NEW 14,669 $853K — +0.0% 1Q SEC ↗
9 Cypress Point Wealth Management, LLC 13,803 $802K +8,003 +138.0% 2Q SEC ↗
10 JANE STREET GROUP, LLC NEW 8,331 $484K — +0.0% 1Q SEC ↗
11 Quantinno Capital Management LP NEW 5,867 $341K — +0.0% 1Q SEC ↗
12 SHEPHERD WEALTH MANAGEMENT Ltd LIABILI NEW 5,077 $295K — +0.0% 1Q SEC ↗
13 Corus Family Wealth Advisors NEW 4,418 $257K — +0.0% 1Q SEC ↗
14 Cambridge Investment Research Advisors 3,838 $223K -1,750 -31.3% 2Q SEC ↗
15 Accurate Wealth Management, LLC NEW 3,693 $215K — +0.0% 1Q SEC ↗
16 Allodium Investment Consultants, LLC NEW 3,675 $214K — +0.0% 1Q SEC ↗
17 Strategic Investment Solutions, Inc. / NEW 2,579 $150K — +0.0% 1Q SEC ↗
18 Rachor Investment Advisory Services, L 2,098 $122K +289 +16.0% 2Q SEC ↗
19 Integrated Wealth Concepts LLC NEW 1,103 $64K — +0.0% 1Q SEC ↗
20 Burk Holdings LLC NEW 800 $47K — +0.0% 1Q SEC ↗
21 Cherry Tree Wealth Management, LLC NEW 711 $41K — +0.0% 1Q SEC ↗
22 Farther Finance Advisors, LLC NEW 643 $37K — +0.0% 1Q SEC ↗
23 CX Institutional NEW 400 $23K — +0.0% 1Q SEC ↗
24 Timmons Wealth Management, LLC NEW 110 $6K — +0.0% 1Q SEC ↗
25 EverSource Wealth Advisors, LLC NEW 60 $3K — +0.0% 1Q SEC ↗
26 LAM GROUP, INC. 50 $3K +30 +150.0% 2Q SEC ↗
27 LRI Investments, LLC NEW 28 $2K — +0.0% 1Q SEC ↗
28 Coston, McIsaac & Partners NEW 19 $1K — +0.0% 1Q SEC ↗
29 Allworth Financial LP NEW 4 $0K — +0.0% 1Q SEC ↗
Biggest Increases (5)
HolderAddedChange %Total Shares
Empirical Financial Services, LLC d +83,924 +7.3% 1,238,052
Cypress Point Wealth Management, LL +8,003 +138.0% 13,803
CITADEL ADVISORS LLC +3,533 +21.6% 19,914
Rachor Investment Advisory Services +289 +16.0% 2,098
LAM GROUP, INC. +30 +150.0% 50
Biggest Decreases (2)
HolderReducedChange %Total Shares
GOLDMAN SACHS GROUP INC -14,344 -42.7% 19,212
Cambridge Investment Research Advis -1,750 -31.3% 3,838

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms