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
Q2 		$2.86M Buy
52,939
+59
+0.1% +$3.24K 0.07% 47
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 $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

JMG Financial Group increased its Dimensional International Value ETF (DFIV) stake by 0.11% in Q2 2026, buying an estimated $3.24K and bringing the position to 52,939 shares worth $2.86M. The position accounts for 0.07% of the portfolio, ranked #47.

JMG Financial Group first reported a position in DFIV in Q3 2023 and has held it in 12 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • JMG Financial Group held 52,939 shares of Dimensional International Value ETF worth $2.86M as of Q2 2026.
  • JMG Financial Group bought 59 Dimensional International Value ETF shares in Q2 2026, an estimated $3.24K.
  • Dimensional International Value ETF made up 0.07% of JMG Financial Group's portfolio in Q2 2026, its #47 holding.
  • JMG Financial Group first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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