Marino Stram & Associates
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Marino Stram & Associates’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Marino Stram & Associates’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 		$238K Buy
2,893
+7
+0.2% +$542 0.04% 183
2026
Q1 		$205K Buy
+2,886
New +$212K 0.04% 181

Other funds holding DFAS

Creative Planning
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marino Stram & Associates's DFAS Position: Q2 2026 in Review

Marino Stram & Associates increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 0.24% in Q2 2026, buying an estimated $542 and bringing the position to 2,893 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #183.

Marino Stram & Associates first reported a position in DFAS in Q1 2026 and has held it in 2 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Marino Stram & Associates held 2,893 shares of U.S. Small Cap Portfolio ETF Class Shares worth $238K as of Q2 2026.
  • Marino Stram & Associates bought 7 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $542.
  • U.S. Small Cap Portfolio ETF Class Shares made up 0.04% of Marino Stram & Associates's portfolio in Q2 2026, its #183 holding.
  • Marino Stram & Associates first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2026 and has held it in 2 quarters since.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.