Jmg Financial Group, Ltd. Dimensional ETF Tr Dimensional Transaction History

Jmg Financial Group, Ltd.

  • $2.84 Billion
  • Q1 2025

A detailed history of Jmg Financial Group, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 5,816,865 shares of DFSV stock, worth $154 Million. This represents 5.77% of its overall portfolio holdings.

Number of Shares
5,816,865
Previous 5,438,365 6.96%
Holding current value
$154 Million
Previous $167 Million 2.18%
% of portfolio
5.77%
Previous 5.92%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$27.56 - $32.1 $10.4 Million - $12.1 Million
378,500 Added 6.96%
5,816,865 $164 Million
Q4 2024

Feb 03, 2025
BUY
$30.18 - $33.87 $7.12 Million - $7.99 Million
235,863 Added 4.53%
5,438,365 $167 Million
Q3 2024

Oct 22, 2024
BUY
$28.25 - $31.7 $8.34 Million - $9.35 Million
295,075 Added 6.01%
5,202,502 $160 Million
Q2 2024

Jul 30, 2024
BUY
$27.81 - $30.13 $6.77 Million - $7.33 Million
243,430 Added 5.22%
4,907,427 $141 Million
Q1 2024

Apr 30, 2024
BUY
$27.45 - $30.1 $7.99 Million - $8.77 Million
291,197 Added 6.66%
4,663,997 $140 Million
Q4 2023

Feb 01, 2024
SELL
$23.61 - $29.53 $5.96 Million - $7.45 Million
-252,356 Reduced 5.46%
4,372,800 $127 Million
Q3 2023

Oct 31, 2023
BUY
$24.97 - $27.69 $5.47 Million - $6.07 Million
219,179 Added 4.97%
4,625,156 $117 Million
Q2 2023

Jul 25, 2023
BUY
$23.17 - $25.7 $3.16 Million - $3.51 Million
136,489 Added 3.2%
4,405,977 $113 Million
Q1 2023

Apr 12, 2023
BUY
$23.74 - $28.31 $12.7 Million - $15.1 Million
532,867 Added 14.26%
4,269,488 $106 Million
Q4 2022

Jan 27, 2023
BUY
$22.47 - $26.46 $84 Million - $98.9 Million
3,736,621 New
3,736,621 $92.6 Million

Others Institutions Holding DFSV

# of Institutions
427
Shares Held
115M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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