Dean, Jacobson Financial Services, LLC
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 162,767
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/28/2026 | 21 | 162,767 | 13F-HR | Dean, Jacobson Financial Services, LLC |
| Q4 2025 | 2/3/2026 | 18 | 157,618 | 13F-HR | Dean, Jacobson Financial Services, LLC |
| Q3 2025 | 12/9/2025 | 16 | 137,631 | 13F-HR | Dean, Jacobson Financial Services, LLC |
| Q2 2025 | 8/14/2025 | 15 | 129,321 | 13F-HR | Dean, Jacobson Financial Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.72 K | 7.2% | 0 | 142.6 K | -142.6 K |
| ETFs | 151.1 K | 92.8% | 147.8 K | 0 | 147.8 K |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
162,767
Holdings
21
QoQ value change ($000)
5,149
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.