Jentner Corp Purchases in Q4 2024

Jentner Corp

  • $256 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFSV
Dimensional ETF Tr Dimensional

ETFs
82.6K
+ 12.48%
$30.18 - $33.87 $2.49M - $2.8M
744K $22.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
185K
+ 18.17%
$25.61 - $28.0 $4.74M - $5.18M
1.2M $31.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
25.5K
+ 3.79%
$77.02 - $78.58 $1.97M - $2.01M
699K $54M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
7.53K
+ 128.26%
$68.01 - $70.67 $512K - $532K
13.4K $913K
QQQ
Invesco Qqq Trust, Series 1

ETFs
701
+ 34.5%
$481.22 - $538.17 $337K - $377K
2.73K $1.4M
IVV
Ishares Core S&P 500 ETF

ETFs
431
+ 11.68%
$570.51 - $610.59 $246K - $263K
4.12K $2.43M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.44K
+ 111.66%
$47.65 - $48.6 $259K - $264K
10.3K $492K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
153
+ 0.94%
$58.22 - $78.62 $8.91K - $12K
16.5K $1.18M
AAPL
Apple Inc.

Technology
1
+ 0.02%
$221.69 - $259.02 $222 - $259
5.45K $1.37M
CSCO
Cisco Systems, Inc.

Technology
23
+ 0.53%
$52.45 - $60.02 $1.21K - $1.38K
4.37K $258K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
97
+ 1.46%
$33.92 - $36.6 $3.29K - $3.55K
6.74K $233K
NGD
New Gold Inc.

Basic Materials
4K
+ 17.54%
$2.47 - $3.08 $9.88K - $12.3K
26.8K $66K
Dimensional ETF Trust
116K
+ 13.75%
N/A
963K $0
BHRB
Burke Herbert Finl Svcs Corp C
40
+ 0.72%
N/A
5.62K $0
Dimensional ETF Trust
81.9K
+ 12.57%
N/A
733K $0
DFSU
Dimensional ETF Tr Dimen Us Su
41K
+ 735.63%
N/A
46.6K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
20
+ 0.24%
N/A
8.28K $0
Dimensional ETF Trust
70.5K
+ 19.64%
N/A
429K $0
Dimensional ETF Trust
7.85K
New
N/A
7.85K $0
DFSI
Dimensional ETF Tr Dimen Intl
25K
New
N/A
25K $0
ORCL
Oracle Corp

Technology
5
+ 0.21%
$165.41 - $192.43 $827 - $962
2.36K $393K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.23%
$161.05 - $179.7 $1.29K - $1.44K
3.54K $593K
JNJ
Johnson & Johnson

Healthcare
7
+ 0.37%
$143.34 - $165.86 $1K - $1.16K
1.92K $277K
O
Realty Income Corp

Real Estate
51
+ 1.36%
$51.76 - $64.71 $2.64K - $3.3K
3.8K $202K
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 0.57%
$288.47 - $316.54 $6.63K - $7.28K
4.07K $1.18M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.24K
+ 19.07%
$25.33 - $51.16 $31.5K - $63.6K
7.77K $200K
SCHV
Schwab Strategic Tr Us Large C

ETFs
31.3K
+ 164.56%
$25.79 - $80.4 $808K - $2.52M
50.3K $1.31M
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.1K
+ 182.67%
$25.93 - $105.3 $468K - $1.9M
27.9K $778K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
172
+ 0.68%
$18.41 - $40.87 $3.17K - $7.03K
25.3K $468K
Activity Summary
Buys All Purchases 30 New Holdings 2 Increased Positions 28 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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