Dynamic Advisor Solutions
JOF icon

Dynamic Advisor Solutions’s Japan Smaller Capitalization Fund JOF Stock Holding History

Dynamic Advisor Solutions’s Portfolio JOF Stock Details JOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-34,366
Closed -$405K – 1079
2026
Q2 		$405K Hold
34,366
– – 0.01% 745
2026
Q1 		$375K Sell
34,366
-516
-1% -$5.89K 0.01% 732
2025
Q4 		$386K Sell
34,882
-38
-0.1% -$399 0.01% 698
2025
Q3 		$368K Sell
34,920
-37,096
-52% -$381K 0.01% 711
2025
Q2 		$694K Sell
72,016
-3,272
-4% -$29.4K 0.02% 531
2025
Q1 		$632K Buy
75,288
+409
+0.5% +$3.25K 0.02% 530
2024
Q4 		$574K Buy
74,879
+690
+0.9% +$5.37K 0.02% 401
2024
Q3 		$614K Sell
74,189
-2,054
-3% -$16K 0.02% 568
2024
Q2 		$578K Sell
76,243
-171
-0.2% -$1.32K 0.02% 591
2024
Q1 		$610K Sell
76,414
-55
-0.1% -$425 0.02% 563
2023
Q4 		$574K Buy
76,469
+1,284
+2% +$9.15K 0.02% 541
2023
Q3 		$535K Buy
75,185
+4,271
+6% +$31.2K 0.03% 501
2023
Q2 		$511K Buy
70,914
+2,492
+4% +$17.8K 0.03% 492
2023
Q1 		$473K Buy
68,422
+1,914
+3% +$13K 0.03% 483
2022
Q4 		$431K Buy
66,508
+1,368
+2% +$8.37K 0.03% 482
2022
Q3 		$382K Buy
65,140
+1,065
+2% +$6.72K 0.03% 459
2022
Q2 		$405K Buy
64,075
+17,580
+38% +$116K 0.03% 455
2022
Q1 		$333K Buy
+46,495
New +$352K 0.02% 536

Other funds holding JOF

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Dynamic Advisor Solutions's JOF Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of Japan Smaller Capitalization Fund (JOF) in Q3 2026, closing a stake of 34,366 shares — an estimated $405K sold.

Dynamic Advisor Solutions first reported a position in JOF in Q1 2022 and held it in 18 quarters. The position peaked at $694K in Q2 2025. 7 funds tracked by Wall St. Rank hold JOF as of Q3 2026.

  • Dynamic Advisor Solutions reported no remaining Japan Smaller Capitalization Fund position as of Q3 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 34,366 Japan Smaller Capitalization Fund shares in Q3 2026, an estimated $405K.
  • Dynamic Advisor Solutions first reported a position in Japan Smaller Capitalization Fund in Q1 2022 and held it in 18 quarters.
  • Dynamic Advisor Solutions's Japan Smaller Capitalization Fund position peaked at $694K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Japan Smaller Capitalization Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.