JFG
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JMG Financial Group’s Dimensional International Value ETF DFIV Stock Holding History

JMG Financial Group’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.79M Buy
52,880
+4,406
+9% +$233K 0.08% 45
2025
Q4 		$2.42M Sell
48,474
-432
-0.9% -$20.5K 0.07% 50
2025
Q3 		$2.26M Buy
48,906
+8,875
+22% +$397K 0.06% 51
2025
Q2 		$1.71M Buy
40,031
+490
+1% +$20K 0.05% 56
2025
Q1 		$1.56M Sell
39,541
-1,430
-3% -$54.6K 0.05% 54
2024
Q4 		$1.45M Sell
40,971
-478
-1% -$17.5K 0.05% 58
2024
Q3 		$1.58M Buy
41,449
+104
+0.3% +$3.85K 0.05% 55
2024
Q2 		$1.49M Buy
41,345
+5,004
+14% +$184K 0.06% 54
2024
Q1 		$1.34M Buy
36,341
+9,515
+35% +$330K 0.05% 60
2023
Q4 		$922K Sell
26,826
-4,503
-14% -$147K 0.04% 67
2023
Q3 		$1.02M Buy
+31,329
New +$1.04M 0.05% 63

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JMG Financial Group increased its Dimensional International Value ETF (DFIV) stake by 9.1% in Q1 2026, buying an estimated $233K and bringing the position to 52,880 shares worth $2.79M. The position accounts for 0.08% of the portfolio, ranked #45.

JMG Financial Group first reported a position in DFIV in Q3 2023 and has held it in 11 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • JMG Financial Group held 52,880 shares of Dimensional International Value ETF worth $2.79M as of Q1 2026.
  • JMG Financial Group bought 4,406 Dimensional International Value ETF shares in Q1 2026, an estimated $233K.
  • Dimensional International Value ETF made up 0.08% of JMG Financial Group's portfolio in Q1 2026, its #45 holding.
  • JMG Financial Group first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

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