Jmg Financial Group, Ltd. / DFIC
Jmg Financial Group, Ltd.’s Dimensional Etf Trust Position
Does Jmg Financial Group, Ltd. own Dimensional Etf Trust (DFIC)? Yes — 4.79M shares worth $170M (+4.68% of its 13F portfolio) as of Q1 2026, up from 4.43M shares the prior filed quarter.
Position Value
$170M
Q1 2026
Shares
4.79M
% of Portfolio
+4.68%
Quarters Held
14
currently held
Position History DFIC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 4.79M | $170M | +4.68% |
| Q4 2025 | 4.43M | $153M | +4.29% |
| Q3 2025 | 4.29M | $141M | +4.01% |
| Q2 2025 | 4.16M | $129M | +3.92% |
| Q1 2025 | 4.10M | $114M | +3.84% |
| Q4 2024 | 3.50M | $91M | +3.09% |
| Q3 2024 | 2.86M | $81M | +2.75% |
| Q2 2024 | 2.49M | $65M | +2.45% |
| Q1 2024 | 2.13M | $57M | +2.18% |
| Q4 2023 | 1.75M | $45M | +1.87% |
| Q3 2023 | 1.32M | $31M | +1.48% |
| Q2 2023 | 937.2K | $23M | +1.07% |
| Q1 2023 | 668.7K | $16M | +0.82% |
| Q4 2022 | 356.2K | $8M | +0.44% |
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 DFIC.