Ownership history in Jentner Corp · 7 quarters on record
This page tracks every 13F SEC filing in which Jentner Corp reported a position in DIMENSIONAL ETF TRUST (DFGR). 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 | ADDED | 466,538 | +5,776 | +1.3% | 3.35% | $12.5M | $26.00 |
| 2025 Q1 | ADDED | 460,762 | +31,356 | +7.3% | 3.62% | $12.1M | $25.28 |
| 2024 Q4 | ADDED | 429,406 | +70,480 | +19.6% | 3.19% | $11.0M | $24.54 |
| 2024 Q3 | ADDED | 358,926 | +4,354 | +1.2% | 3.17% | $10.4M | $27.20 |
As of 2025 Q4 — sorted by position size