DFIV DIMENSIONAL ETF TRUST

Ownership history in Jentner Corp  ·  15 quarters on record

This page tracks every 13F SEC filing in which Jentner Corp reported a position in DIMENSIONAL ETF TRUST (DFIV). 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
1.54% (2022 Q2)
Avg. % of fund
0.99%
First filed
2021 Q3
Last filed
2025 Q2
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 21,328 -21,913 -50.7% 0.24% $913K $42.32
2025 Q1 REDUCED 43,241 -11,119 -20.5% 0.51% $1.7M $38.22
2024 Q4 REDUCED 54,360 -145 -0.3% 0.56% $1.9M $34.33
2024 Q3 REDUCED 54,505 -154 -0.3% 0.64% $2.1M $36.49
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIV price (monthly, adj. close)
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