JFS Wealth Advisors
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JFS Wealth Advisors’s Dorman Products DORM Stock Holding History

JFS Wealth Advisors’s Portfolio DORM Stock Details DORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.8K Buy
31
+1
+3% +$132 ﹤0.01% 1346
2026
Q2 		$4.09K Buy
30
+5
+20% +$592 ﹤0.01% 1354
2026
Q1 		$2.61K Sell
25
-4
-14% -$476 ﹤0.01% 1429
2025
Q4 		$3.57K Buy
29
+9
+45% +$1.22K ﹤0.01% 1369
2025
Q3 		$3.12K Hold
20
– – ﹤0.01% 1305
2025
Q2 		$2.45K Sell
20
-3
-13% -$365 ﹤0.01% 1342
2025
Q1 		$2.77K Hold
23
– – ﹤0.01% 1345
2024
Q4 		$2.98K Buy
23
+3
+15% +$384 ﹤0.01% 1319
2024
Q3 		$2.26K Buy
20
+1
+5% +$105 ﹤0.01% 1428
2024
Q2 		$1.74K Hold
19
– – ﹤0.01% 1492
2024
Q1 		$1.83K Buy
19
+12
+171% +$1.03K ﹤0.01% 1481
2023
Q4 		$584 Sell
7
-7
-50% -$523 ﹤0.01% 1772
2023
Q3 		$1.06K Sell
14
-7
-33% -$569 ﹤0.01% 1581
2023
Q2 		$1.66K Sell
21
-12
-36% -$1.01K ﹤0.01% 1456
2023
Q1 		$2.85K Buy
33
+9
+38% +$801 ﹤0.01% 1223
2022
Q4 		$1.94K Hold
24
– – ﹤0.01% 1384
2022
Q3 		$2K Sell
24
-11
-31% -$1.08K ﹤0.01% 1305
2022
Q2 		$4K Sell
35
-5
-13% -$495 ﹤0.01% 1062
2022
Q1 		$4K Buy
40
+33
+471% +$3.2K ﹤0.01% 1126
2021
Q4 		$1K Buy
+7
New +$760 ﹤0.01% 1327
2016
Q4 		– Sell
-1,575
Closed -$101K – 455
2016
Q3 		$101K Hold
1,575
– – 0.03% 176
2016
Q2 		$90K Hold
1,575
– – 0.02% 210
2016
Q1 		$86K Hold
1,575
– – 0.03% 187
2015
Q4 		$75K Buy
+1,575
New +$76.8K 0.02% 205

Other funds holding DORM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
KTF Investments
KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JFS Wealth Advisors's DORM Position: Q3 2026 in Review

JFS Wealth Advisors increased its Dorman Products (DORM) stake by 3.3% in Q3 2026, buying an estimated $132 and bringing the position to 31 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

JFS Wealth Advisors first reported a position in DORM in Q4 2015 and has held it in 24 quarters since. The position peaked at $101K in Q3 2016. 135 funds tracked by Wall St. Rank hold DORM as of Q3 2026.

  • JFS Wealth Advisors held 31 shares of Dorman Products worth $3.8K as of Q3 2026.
  • JFS Wealth Advisors bought 1 Dorman Products share in Q3 2026, an estimated $132.
  • Dorman Products made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1346 holding.
  • JFS Wealth Advisors first reported a position in Dorman Products in Q4 2015 and has held it in 24 quarters since.
  • JFS Wealth Advisors's Dorman Products position peaked at $101K in Q3 2016.
  • 135 funds tracked by Wall St. Rank held Dorman Products as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.