DFUV — DIMENSIONAL ETF TRUST

Ownership history in Jentner Corp · 13 quarters on record

This page tracks every 13F SEC filing in which Jentner Corp reported a position in DIMENSIONAL ETF TRUST (DFUV). 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

2.48% (2022 Q4)

Avg. % of fund

1.61%

First filed

2022 Q2

Last filed

2025 Q2

Quarters held

13

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q2	REDUCED	69,363	-8,370	-10.8%	0.79%	$2.9M	$41.95
2025 Q1	REDUCED	77,733	-4,069	-5.0%	0.96%	$3.2M	$40.69
2024 Q4	REDUCED	81,802	-2,864	-3.4%	0.97%	$3.3M	$40.25
2024 Q3	REDUCED	84,666	-3,059	-3.5%	1.08%	$3.5M	$40.83

% of Fund (quarterly) DFUV price (monthly, adj. close)

Other funds also holding DFUV

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.63% Disciplined Equity Management, Inc. 3Y 19.37% DIXON FNANCIAL SERVICES, INC. 3Y 15.72% Team Hewins, LLC 3Y 14.58% Heritage Wealth Management, Inc./Texas 3Y 13.66% Parkwoods Wealth Partners, LLC 12.92% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.85% Meritas Wealth Management, LLC 12.63% Index Fund Advisors, Inc. 3Y 12.54% Triune Financial Partners, LLC 10.82%

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