JMG Financial Group, Ltd. DFSV Holdings History
JMG Financial Group, Ltd.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, JMG Financial Group, Ltd. held 5.82 Mil shares of Dimensional US Small Cap Value ETF(DFSV), totaling $163.74 Mil. This investment constitutes 5.52% of their stock portfolio, and JMG Financial Group, Ltd. now holds 3.67% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q4. And since then JMG Financial Group, Ltd. has made 9 purchases of DFSV, at an average price of $26.14, for a total of 6.07 Mil shares. In addition, there have been 1 sales at an average price of $25.95 for 252,356.00 shares. Based on historical transaction data and DFSV's current price of $29.47, JMG Financial Group, Ltd.'s estimated gain on his DFSV holdings is $19.35 Mil, reflecting a 12.20% gain to date.
JMG Financial Group, Ltd. DFSV ($29.47) Holding Chart
JMG Financial Group, Ltd. DFSV ($29.47) 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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