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 (DFGP). 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 | 1,094,132 | +76,396 | +7.5% | 15.97% | $59.6M | $52.76 |
| 2025 Q1 | ADDED | 1,017,736 | +54,337 | +5.6% | 16.27% | $54.4M | $51.69 |
| 2024 Q4 | ADDED | 963,399 | +116,419 | +13.7% | 14.82% | $50.9M | $51.06 |
| 2024 Q3 | ADDED | 846,980 | +46,879 | +5.9% | 14.29% | $46.7M | $51.77 |
As of 2025 Q4 — sorted by position size