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M Holdings sharply increased its stakes in three Dimensional ETFs in Q2 2025, signaling strong confidence in small-cap and value markets.
M Holdings Securities Inc. significantly increased its stakes in three Dimensional ETFs during Q2 2025: a 681.8% jump in DFAS (U.S. small-cap), a 1,821% increase in DFAX (global ex-U.S. small-cap), and a purchase of 104,684 shares of DFAT (U.S. mid- and small-cap value), according to SEC filings.
The firm now holds 98,838 shares of DFAS, 444,374 of DFAX, and 104,684 of DFAT, with investments valued at approximately $6.3 million, $13 million, and $5.65 million, respectively.
These ETFs now represent 1.1%, 2.2%, and 1.0% of M Holdings’ portfolio, making them its 23rd, 7th, and 29th largest holdings.
JNBA Financial Advisors also boosted its DFAX position by 1,944.1%.
M Holdings aumentó drásticamente sus participaciones en tres ETF Dimensional en el segundo trimestre de 2025, lo que indica una fuerte confianza en los mercados de pequeña capitalización y valor.