Jmg Financial Group, Ltd. / DFSV
Jmg Financial Group, Ltd.’s Dimensional Etf Trust Position
Does Jmg Financial Group, Ltd. own Dimensional Etf Trust (DFSV)? Yes — 6.19M shares worth $217M (+5.97% of its 13F portfolio) as of Q1 2026, up from 5.83M shares the prior filed quarter.
Position Value
$217M
Q1 2026
Shares
6.19M
% of Portfolio
+5.97%
Quarters Held
14
currently held
Position History DFSV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 6.19M | $217M | +5.97% |
| Q4 2025 | 5.83M | $192M | +5.39% |
| Q3 2025 | 5.61M | $179M | +5.09% |
| Q2 2025 | 5.43M | $160M | +4.84% |
| Q1 2025 | 5.82M | $164M | +5.52% |
| Q4 2024 | 5.44M | $167M | +5.71% |
| Q3 2024 | 5.20M | $160M | +5.47% |
| Q2 2024 | 4.91M | $141M | +5.27% |
| Q1 2024 | 4.66M | $140M | +5.35% |
| Q4 2023 | 4.37M | $127M | +5.34% |
| Q3 2023 | 4.63M | $117M | +5.65% |
| Q2 2023 | 4.41M | $113,234 | +5.31% |
| Q1 2023 | 4.27M | $106,438 | +5.40% |
| Q4 2022 | 3.74M | $92,556 | +5.08% |
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 DFSV.