JT Stratford LLC’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

JT Stratford LLC’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8M	Buy	21,835 +721	+3%	+$55.9K	0.2%	112
2026 Q1	$1.5M	Buy	21,114 +1,734	+9%	+$127K	0.19%	125
2025 Q4	$1.35M	Buy	19,380 +1,949	+11%	+$134K	0.17%	126
2025 Q3	$1.19M	Buy	17,431 +3,776	+28%	+$252K	0.16%	127
2025 Q2	$870K	Buy	13,655 +2,831	+26%	+$170K	0.13%	156
2025 Q1	$647K	Buy	+10,824	New	+$696K	0.11%	176

Other funds holding DFAS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JT Stratford LLC's DFAS Position: Q2 2026 in Review

JT Stratford LLC increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 3.4% in Q2 2026, buying an estimated $55.9K and bringing the position to 21,835 shares worth $1.8M. The position accounts for 0.2% of the portfolio, ranked #112.

JT Stratford LLC first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. 919 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

JT Stratford LLC held 21,835 shares of U.S. Small Cap Portfolio ETF Class Shares worth $1.8M as of Q2 2026.
JT Stratford LLC bought 721 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $55.9K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.2% of JT Stratford LLC's portfolio in Q2 2026, its #112 holding.
JT Stratford LLC first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
919 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.