Ownership history in Jentner Corp · 3 quarters on record
This page tracks every 13F SEC filing in which Jentner Corp reported a position in DIMENSIONAL ETF TRUST (DFSI). 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 | UNCHANGED | 24,998 | — | 0% | 0.26% | $985K | $39.07 |
| 2025 Q1 | UNCHANGED | 24,998 | — | 0% | 0.26% | $872K | $34.14 |
| 2024 Q4 | INITIATED | 24,998 | — | — | 0.24% | $821K | $32.06 |
As of 2025 Q4 — sorted by position size