Dean, Jacobson Financial Services, LLC
RIA/Wealth
Dean, Jacobson Financial Services, LLC is a RIA/Wealth based in Fort Worth, TX led by Timothy Clark Lowry, reporting $467.3M in AUM as of Q3 2025 with 98% ETF concentration, 99% concentrated in top 10 holdings, and 39% allocation to SPY.
PresidentTimothy Clark Lowry
- Portfolio Value
- $137.6M
- Positions
- 16
- Top Holding
- SPY at 38.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Dean, Jacobson Financial Services, LLC's portfolio (98.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $53.6M | 38.92% | +$750.8K Bought | — 80.4K shares | |
ETF ETF | $27.7M | 20.14% | +$250.1K Bought | — 317.5K shares | |
ETF ETF | $24.5M | 17.83% | +$24.5M Bought | — 276.8K shares | |
ETF ETF | $24.5M | 17.79% | -$22.9M Sold | — 266.8K shares | |
ETF ETF | $3.4M | 2.47% | +$399.1K Bought | — 67.0K shares | |
Oil & Gas Exploration & Production Energy | $826.3K | 0.60% | — | 0.00% 885.0 shares | |
ETF ETF | $480.5K | 0.35% | +$480.5K New | — 10.9K shares | |
Consumer Electronics Technology | $476.4K | 0.35% | -$12.7K Sold | 0.00% 1.9K shares | |
Gold Basic Materials | $342.2K | 0.25% | — | 0.00% 2.0K shares | |
Oil & Gas Integrated Energy | $327.9K | 0.24% | — | 0.00% 2.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Dean, Jacobson Financial Services, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+13.3% | |
+1.42% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-48.29% | |
-4.56% |
Analytics
Portfolio insights and performance metrics for Dean, Jacobson Financial Services, LLC
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