JMG Financial Group, Ltd. DFGR Holdings History
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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