DFAS — DIMENSIONAL ETF TRUST

Ownership history in Jentner Corp  ·  16 quarters on record

This page tracks every 13F SEC filing in which Jentner Corp reported a position in DIMENSIONAL ETF TRUST (DFAS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.73% (2021 Q2)
Avg. % of fund
0.45%
First filed
2021 Q2
Last filed
2025 Q2
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 17,789 +6,502 +57.6% 0.30% $1.1M $63.36
2025 Q1 REDUCED 11,287 -2,526 -18.3% 0.20% $674K $59.26
2024 Q4 REDUCED 13,813 -281 -2.0% 0.26% $899K $64.41
2024 Q3 ADDED 14,094 +5 +0.0% 0.28% $914K $64.02
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73%
← Back to Jentner Corp Holdings