Jmg Financial Group, Ltd. Dimensional ETF Tr Transaction History

Jmg Financial Group, Ltd.

$3.36 Billion
Q3 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 48,906 shares of DFIV stock, worth $2.34 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

48,906

Previous 40,031 22.17%

Holding current value

$2.34 Million

Previous $1.71 Million 31.56%

% of portfolio

0.07%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$42.66 - $46.53 $378,607 - $412,953	8,875 Added 22.17%	48,906 $2.26 Million
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

792

Shares Held

258M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jmg Financial Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Jmg Financial Group, Ltd. with notifications on news.

Account

Jmg Financial Group, Ltd. Dimensional ETF Tr Transaction History