Jmg Financial Group, Ltd. Dimensional ETF Tr Transaction History

Jmg Financial Group, Ltd.

$3.16 Billion
Q2 2025

A detailed history of Jmg Financial Group, Ltd. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 40,031 shares of DFIV stock, worth $1.86 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

40,031

Previous 39,541 1.24%

Holding current value

$1.86 Million

Previous $1.56 Million 10.15%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$34.67 - $43.21 $16,988 - $21,172	490 Added 1.24%	40,031 $1.71 Million
Q1 2025 May 05, 2025	SELL	$35.33 - $40.77 $50,521 - $58,301	-1,430 Reduced 3.49%	39,541 $1.56 Million
Q4 2024 Feb 03, 2025	SELL	$34.86 - $37.97 $16,663 - $18,149	-478 Reduced 1.15%	40,971 $1.45 Million
Q3 2024 Oct 22, 2024	BUY	$34.66 - $38.38 $3,604 - $3,991	104 Added 0.25%	41,449 $1.58 Million
Q2 2024 Jul 30, 2024	BUY	$35.5 - $38.02 $177,642 - $190,252	5,004 Added 13.77%	41,345 $1.49 Million
Q1 2024 Apr 30, 2024	BUY	$33.15 - $36.75 $315,422 - $349,676	9,515 Added 35.47%	36,341 $1.34 Million
Q4 2023 Feb 01, 2024	SELL	$30.86 - $34.46 $138,962 - $155,173	-4,503 Reduced 14.37%	26,826 $921,000
Q3 2023 Oct 31, 2023	BUY	$32.1 - $34.42 $1.01 Million - $1.08 Million	31,329 New	31,329 $1.02 Million

Others Institutions Holding DFIV

# of Institutions

751

Shares Held

262M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Jmg Financial Group, Ltd. Dimensional ETF Tr Transaction History