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 (DFSV). 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 | 831,144 | +83,346 | +11.1% | 6.55% | $24.5M | $29.18 |
| 2025 Q1 | ADDED | 747,798 | +3,616 | +0.5% | 6.30% | $21.1M | $27.78 |
| 2024 Q4 | ADDED | 744,182 | +82,571 | +12.5% | 6.67% | $22.9M | $30.29 |
| 2024 Q3 | ADDED | 661,611 | +46,598 | +7.6% | 6.24% | $20.4M | $30.18 |
As of 2025 Q4 — sorted by position size