Ownership history in Jentner Corp · 4 quarters on record
This page tracks every 13F SEC filing in which Jentner Corp reported a position in DIMENSIONAL ETF TRUST (DFSU). 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 | 52,231 | +2,853 | +5.8% | 0.55% | $2.1M | $39.08 |
| 2025 Q1 | ADDED | 49,378 | +2,750 | +5.9% | 0.53% | $1.8M | $35.56 |
| 2024 Q4 | ADDED | 46,628 | +41,048 | +735.6% | 0.51% | $1.8M | $37.55 |
| 2024 Q3 | INITIATED | 5,580 | — | — | 0.06% | $207K | $36.71 |
As of 2025 Q4 — sorted by position size