DAS
JOF

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
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 $319M AUM 3.9% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return