0001085146-24-001921.txt : 20240419 0001085146-24-001921.hdr.sgml : 20240419 20240419124404 ACCESSION NUMBER: 0001085146-24-001921 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240419 DATE AS OF CHANGE: 20240419 EFFECTIVENESS DATE: 20240419 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Dean, Jacobson Financial Services, LLC CENTRAL INDEX KEY: 0001869456 ORGANIZATION NAME: IRS NUMBER: 751495851 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22236 FILM NUMBER: 24856568 BUSINESS ADDRESS: STREET 1: 3112 W. 4TH STREET CITY: FORT WORTH STATE: TX ZIP: 76107 BUSINESS PHONE: (817) 335-3214 MAIL ADDRESS: STREET 1: 3112 W. 4TH STREET CITY: FORT WORTH STATE: TX ZIP: 76107 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001869456 XXXXXXXX 03-31-2024 03-31-2024 false Dean, Jacobson Financial Services, LLC

3112 W. 4TH STREET FORT WORTH TX 76107

13F HOLDINGS REPORT 028-22236 N Jeffrey Schmeltekopf 817-335-3214 /s/Jeffrey Schmeltekopf Fort Worth TX 04-17-2024 0 13 123453587 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 BBG001S5N8V8 320839 1871 SH SOLE 0 0 1871 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 206831 5057 SH SOLE 0 0 5057 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 319311 2747 SH SOLE 0 0 2747 FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 BBG01BG24837 372398 62799 SH SOLE 0 0 62799 FS KKR CAP CORP COM 302635206 BBG001YCZQ07 215402 11295 SH SOLE 0 0 11295 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 23643629 318561 SH SOLE 5271 0 313290 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 206086 392 SH SOLE 0 0 392 ISHARES TR U S EQUITY FACTR 46434V282 BBG008LNYFB5 209159 3887 SH SOLE 0 0 3887 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 BBG001T6Q6C7 224700 4503 SH SOLE 0 0 4503 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 19681208 497880 SH SOLE 8522 0 489358 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 53888496 103024 SH SOLE 1831 0 101193 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 23653547 285086 SH SOLE 4779 0 280307 TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 511981 885 SH SOLE 0 0 885