Ownership history in Jentner Corp · 11 quarters on record
This page tracks every 13F SEC filing in which Jentner Corp reported a position in DIMENSIONAL ETF TRUST (DFIC). 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 | 1,317,059 | +81,323 | +6.6% | 10.97% | $40.9M | $30.75 |
| 2025 Q1 | ADDED | 1,235,736 | +32,461 | +2.7% | 10.27% | $34.3M | $27.09 |
| 2024 Q4 | ADDED | 1,203,275 | +184,993 | +18.2% | 9.06% | $31.1M | $25.14 |
| 2024 Q3 | ADDED | 1,018,282 | +37,793 | +3.9% | 8.77% | $28.7M | $27.15 |
| 2024 Q2 | ADDED | 980,489 | +128,610 | +15.1% | 8.56% | $25.8M | $25.25 |
| 2024 Q1 | ADDED | 851,879 | +87,793 | +11.5% | 8.01% | $22.8M | $25.33 |
| 2023 Q4 | ADDED | 764,086 | +449,110 | +142.6% | 7.54% | $19.5M | $24.15 |
| 2023 Q3 | ADDED | 314,976 | +69,134 | +28.1% | 4.57% | $7.4M | $21.94 |
| 2023 Q2 | ADDED | 245,842 | +107,989 | +78.3% | 3.72% | $6.0M | $22.64 |
| 2023 Q1 | ADDED | 137,853 | +72,700 | +111.6% | 2.26% | $3.3M | $22.21 |
As of 2025 Q4 — sorted by position size