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 (DFAT). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | REDUCED | 35,503 | -8,250 | -18.9% | 0.51% | $1.9M | $53.49 |
| 2025 Q1 | REDUCED | 43,753 | -4,125 | -8.6% | 0.67% | $2.3M | $50.81 |
| 2024 Q4 | REDUCED | 47,878 | -175 | -0.4% | 0.78% | $2.7M | $54.76 |
| 2024 Q3 | REDUCED | 48,053 | -523 | -1.1% | 0.82% | $2.7M | $54.53 |
As of 2025 Q4 — sorted by position size