JMG Financial Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

JMG Financial Group’s Portfolio DFAR Stock Details DFAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.64M	Buy	69,444 +2,612	+4%	+$62.8K	0.05%	62
2025 Q4	$1.53M	Buy	66,832 +1,052	+2%	+$24.6K	0.04%	64
2025 Q3	$1.57M	Buy	65,780 +1,270	+2%	+$29.9K	0.04%	63
2025 Q2	$1.51M	Sell	64,510 -756	-1%	-$17.6K	0.05%	60
2025 Q1	$1.55M	Hold	65,266	–	–	0.05%	55
2024 Q4	$1.52M	Sell	65,266 -2,088	-3%	-$51.7K	0.05%	55
2024 Q3	$1.73M	Buy	67,354 +116	+0.2%	+$2.81K	0.06%	53
2024 Q2	$1.49M	Hold	67,238	–	–	0.06%	53
2024 Q1	$1.5M	Buy	67,238 +8,713	+15%	+$192K	0.06%	57
2023 Q4	$1.33M	Buy	58,525 +44,181	+308%	+$905K	0.06%	60
2023 Q3	$280K	Hold	14,344	–	–	0.01%	96
2023 Q2	$309K	Hold	14,344	–	–	0.01%	97
2023 Q1	$308K	Buy	+14,344	New	+$315K	0.02%	95

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

JMG Financial Group's DFAR Position: Q1 2026 in Review

JMG Financial Group increased its Dimensional US Real Estate ETF (DFAR) stake by 3.9% in Q1 2026, buying an estimated $62.8K and bringing the position to 69,444 shares worth $1.64M. The position accounts for 0.05% of the portfolio, ranked #62.

JMG Financial Group first reported a position in DFAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.73M in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

JMG Financial Group held 69,444 shares of Dimensional US Real Estate ETF worth $1.64M as of Q1 2026.
JMG Financial Group bought 2,612 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $62.8K.
Dimensional US Real Estate ETF made up 0.05% of JMG Financial Group's portfolio in Q1 2026, its #62 holding.
JMG Financial Group first reported a position in Dimensional US Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
JMG Financial Group's Dimensional US Real Estate ETF position peaked at $1.73M in Q3 2024.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.