Number of Shares
4.80 Mil
Current Holdings Value*
$125.95 Mil
% of Portfolio
4.25%
Total Estimate Gain
$8.60 Mil
% of Total Estimate Gain
7.10%

JMG Financial Group, Ltd.'s Dimensional Global Real Estate ETF Holding Summary

As of 2025-03-31, JMG Financial Group, Ltd. held 4.80 Mil shares of Dimensional Global Real Estate ETF(DFGR), totaling $125.95 Mil. This investment constitutes 4.25% of their stock portfolio, and JMG Financial Group, Ltd. now holds 5.29% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.

The initial trade took place in 2023Q1. And since then JMG Financial Group, Ltd. has made 9 purchases of DFGR, at an average price of $25.27, for a total of 4.80 Mil shares. Based on historical transaction data and DFGR's current price of $27.06, JMG Financial Group, Ltd.'s estimated gain on his DFGR holdings is $8.60 Mil, reflecting a 7.10% gain to date.

JMG Financial Group, Ltd. DFGR ($27.06) Holding Chart

JMG Financial Group, Ltd. DFGR ($27.06) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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