Jentner Corp Dimensional ETF Tr Dimensional Transaction History
Jentner Corp
- $231 Million
- Q2 2024
A detailed history of Jentner Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jentner Corp holds 980,489 shares of DFIC stock, worth $26.6 Million. This represents 11.15% of its overall portfolio holdings.
Number of Shares
980,489
Previous 851,879
15.1%
Holding current value
$26.6 Million
Previous $22.8 Million
13.12%
% of portfolio
11.15%
Previous 10.21%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
350Shares Held
224MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$645 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$632 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$427 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio