JMG Financial Group
DFAR icon

JMG Financial Group’s DFA Real Estate Securities Portfolio ETF Class Shares 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
Q2 		$1.47M Sell
56,054
-13,390
-19% -$344K 0.04% 70
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

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HighTower Advisors
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Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

JMG Financial Group's DFAR Position: Q2 2026 in Review

JMG Financial Group reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 19% in Q2 2026, selling an estimated $344K and leaving 56,054 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #70.

JMG Financial Group first reported a position in DFAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.73M in Q3 2024. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • JMG Financial Group held 56,054 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.47M as of Q2 2026.
  • JMG Financial Group sold 13,390 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $344K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.04% of JMG Financial Group's portfolio in Q2 2026, its #70 holding.
  • JMG Financial Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
  • JMG Financial Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.73M in Q3 2024.
  • 302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.