Jentner Corp DFGR — DIMENSIONAL ETF TRUST

Ownership history in Jentner Corp  ·  7 quarters on record

AI Ownership Summary

Jentner Corp reported DIMENSIONAL ETF TRUST (DFGR) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 3.62% in 2025 Q1. The latest visible filing shows DFGR at 3.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jentner Corp's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

DFGR was reported at 3.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.62% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFGR stock page Jentner Corp fund profile Jentner Corp full holdings
How Jentner Corp held DFGR — position size vs. price
% of Fund (quarterly)    DFGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED — — — 466,538 +5,776 +1.3% 3.35% $12.5M 2025-08-14 (Est.) $25.77
2025 Q1 ADDED — — — 460,762 +31,356 +7.3% 3.62% $12.1M 2025-05-15 $25.40
2024 Q4 ADDED — — — 429,406 +70,480 +19.6% 3.19% $11.0M 2025-02-14 $25.22
2024 Q3 ADDED — — — 358,926 +4,354 +1.2% 3.17% $10.4M 2024-11-14 $25.50
2024 Q2 ADDED — — — 354,572 +42,168 +13.5% 2.94% $8.9M 2024-08-14 $25.23
2024 Q1 ADDED — — — 312,404 +8,274 +2.7% 2.80% $8.0M 2024-05-15 $23.44
2023 Q4 INITIATED — — — 304,130 — — 3.05% $7.9M 2024-02-14 $22.58

🏢 Other funds also holding DFGR

As of 2026 Q1 — sorted by position size

LifeGuide Financial Advisors, LLC 3Y 21.33% Verisail Partners, LLC 9.3% Guardian Wealth Management, LLC 7.3% Creative Capital Management Investments LLC 3Y 6.85% Forum Financial Management, LP 3Y 6.59% BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 5.48% DiNuzzo Private Wealth, Inc. 5.27% JMG Financial Group, Ltd. 3Y 7Y 4.64% Sprinkle Financial Consultants LLC 4.6% CogentBlue Wealth Advisors, LLC 4.38%

FAQ About Jentner Corp and DFGR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jentner Corp reported owning DFGR?

Jentner Corp reported DFGR across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported DFGR position in Jentner Corp's portfolio?

The largest reported portfolio weight for DFGR was 3.62% in 2025 Q1.

What is the latest reported DFGR position on this page?

The most recent filing on this page is 2025 Q2, when Jentner Corp reported 466,538 shares, equal to 3.35% of portfolio, with an estimated market value of $12.5M.

What does the chart on this DFGR ownership page compare?

The chart compares Jentner Corp's quarterly DFGR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Jentner Corp time their DFGR position?

Based on 13F filing dates vs. subsequent DFGR price moves, Jentner Corp correctly timed 5 out of 6 reported position changes (83%).

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