Jmg Financial Group, Ltd. / DFEM
Jmg Financial Group, Ltd.’s Dimensional Etf Trust Position
Does Jmg Financial Group, Ltd. own Dimensional Etf Trust (DFEM)? Yes — 2.31M shares worth $80M (+2.20% of its 13F portfolio) as of Q1 2026, up from 2.13M shares the prior filed quarter.
Position Value
$80M
Q1 2026
Shares
2.31M
% of Portfolio
+2.20%
Quarters Held
14
currently held
Position History DFEM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.31M | $80M | +2.20% |
| Q4 2025 | 2.13M | $70M | +1.98% |
| Q3 2025 | 2.05M | $66M | +1.87% |
| Q2 2025 | 1.97M | $58M | +1.77% |
| Q1 2025 | 1.95M | $52M | +1.74% |
| Q4 2024 | 1.74M | $46M | +1.56% |
| Q3 2024 | 1.55M | $44M | +1.49% |
| Q2 2024 | 1.32M | $35M | +1.32% |
| Q1 2024 | 1.18M | $30M | +1.15% |
| Q4 2023 | 1.00M | $25M | +1.05% |
| Q3 2023 | 592.0K | $14M | +0.67% |
| Q2 2023 | 448.5K | $11M | +0.51% |
| Q1 2023 | 321.5K | $8M | +0.38% |
| Q4 2022 | 217.5K | $5M | +0.27% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jmg Financial Group, Ltd.’s full portfolio or all institutional holders of DFEM.