Jmg Financial Group, Ltd. Incresed Positions in Q3 2025

Jmg Financial Group, Ltd.

  • $3.36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
3.28K
+ 0.25%
$279.83 - $293.74 $918K - $963K
1.33M $390M
DFSV
Dimensional ETF Tr Dimensional

ETFs
183K
+ 3.37%
$29.2 - $32.74 $5.35M - $5.99M
5.61M $179M
DFIC
Dimensional ETF Tr Dimensional

ETFs
135K
+ 3.25%
$30.76 - $33.01 $4.15M - $4.45M
4.29M $141M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
80.4K
+ 4.08%
$29.55 - $32.52 $2.38M - $2.62M
2.05M $65.7M
IVV
Ishares Core S&P 500 ETF

ETFs
626
+ 1.52%
$620.67 - $670.08 $389K - $419K
41.7K $27.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29.2K
+ 72.94%
$26.38 - $27.95 $771K - $817K
69.3K $1.89M
IWM
Ishares Russell 2000 ETF

ETFs
38
+ 0.12%
$214.92 - $244.84 $8.17K - $9.3K
30.6K $7.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
312
+ 2.49%
$546.99 - $602.2 $171K - $188K
12.8K $7.71M
SCHG
Schwab Strategic Tr Us Large C

ETFs
62
+ 0.02%
$28.92 - $32.19 $1.79K - $2K
265K $8.45M
VOE
Vanguard Mid Cap Value Index F

ETFs
485
+ 0.8%
$164.63 - $174.58 $79.8K - $84.7K
60.8K $10.6M
DFIV
Dimensional ETF Tr

ETFs
8.88K
+ 22.17%
$42.66 - $46.53 $379K - $413K
48.9K $2.26M
DFAS
Dimensional ETF Tr U S Small C

ETFs
45
+ 0.05%
$63.41 - $69.69 $2.85K - $3.14K
93.4K $6.39M
VB
Vanguard Small Cap ETF

ETFs
180
+ 0.89%
$237.58 - $259.17 $42.8K - $46.7K
20.4K $5.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
126
+ 0.48%
$148.97 - $165.88 $18.8K - $20.9K
26.3K $4.33M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.82K
+ 4.53%
$87.29 - $93.61 $159K - $170K
42K $3.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
278
+ 1.04%
$108.46 - $120.63 $30.2K - $33.5K
27.1K $3.22M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
92
+ 1.39%
$284.45 - $324.95 $26.2K - $29.9K
6.7K $2.14M
IWN
Ishares Russell2000 Val ETF

ETFs
146
+ 1.39%
$157.1 - $178.94 $22.9K - $26.1K
10.7K $1.89M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
86
+ 0.23%
$39.06 - $43.42 $3.36K - $3.73K
38K $1.65M
SCHA
Schwab Strategic Tr Us Small C

ETFs
656
+ 1.37%
$25.29 - $28.33 $16.6K - $18.6K
48.5K $1.35M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.19K
+ 6.19%
$97.75 - $100.75 $116K - $120K
20.4K $2.05M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
745
+ 11.51%
$122.57 - $132.57 $91.3K - $98.8K
7.22K $936K
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.22K
+ 2.88%
$26.44 - $27.1 $85.2K - $87.3K
115K $3.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
973
+ 0.8%
$20.76 - $21.78 $20.2K - $21.2K
123K $2.65M
FNDF
Schwab Fundamental Intl Large

ETFs
1.06K
+ 14.32%
$39.84 - $43.15 $42.3K - $45.8K
8.47K $363K
VIG
Vanguard Dividend Appreciation

ETFs
360
+ 1.91%
N/A
19.2K $3.49M
FNDX
Schwab Fundamental U S Large C

ETFs
1.34K
+ 8.08%
$24.38 - $26.34 $32.6K - $35.2K
17.9K $470K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7
+ 0.02%
$27.61 - $29.15 $193 - $204
42.9K $1.25M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.27K
+ 1.97%
$22.9 - $24.1 $29.1K - $30.6K
65.8K $1.57M
BNDX
Vanguard Total International B

ETFs
954
+ 2.61%
$49.0 - $49.51 $46.7K - $47.2K
37.6K $1.86M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.05%
$121.46 - $130.92 $243 - $262
3.83K $498K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
40
+ 0.53%
$72.04 - $77.35 $2.88K - $3.09K
7.54K $578K
TIP
Ishares Tr Tips Bd ETF

ETFs
197
+ 5.14%
$109.11 - $111.88 $21.5K - $22K
4.03K $448K
EEMV
Ishares Msci Emerging Markets

ETFs
51
+ 0.45%
$61.94 - $64.63 $3.16K - $3.3K
11.3K $720K
BND
Vanguard Bd Index Fd Inc Total

ETFs
6
+ 0.06%
$72.57 - $74.72 $435 - $448
10.9K $809K
Dimensional Global Real Estate
359K
+ 7.18%
N/A
5.36M $0
I Shares Bitcoin
3.32K
+ 66.45%
N/A
8.33K $0
Activity Summary
Buys All Purchases 43 New Holdings 5 Increased Positions 38 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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