Jentner Corp Incresed Positions in Q2 2024

Jentner Corp

  • $231 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
129K
+ 15.1%
$25.73 - $27.44 $3.31M - $3.53M
980K $25.8M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
24.5K
+ 5.12%
$24.84 - $27.2 $609K - $667K
504K $13.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
56.7K
+ 10.16%
$27.81 - $30.13 $1.58M - $1.71M
615K $17.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.8K
+ 1.66%
$75.81 - $76.76 $817K - $827K
660K $50.6M
AAPL
Apple Inc.

Technology
22
+ 0.43%
$165.0 - $216.67 $3.63K - $4.77K
5.15K $1.09M
ORCL
Oracle Corp

Technology
8
+ 0.35%
$113.75 - $144.64 $910 - $1.16K
2.29K $323K
SO
Southern CO

Utilities
42
+ 0.85%
$67.77 - $80.71 $2.85K - $3.39K
4.96K $384K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
102
+ 0.63%
$42.35 - $49.67 $4.32K - $5.07K
16.2K $805K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.23%
$155.33 - $168.56 $1.24K - $1.35K
3.42K $564K
Dimensional ETF Trust
101K
+ 19.64%
N/A
616K $0
Dimensional ETF Trust
42.2K
+ 13.5%
N/A
355K $0
VZ
Verizon Communications Inc

Communication Services
22
+ 0.28%
$38.6 - $42.84 $849 - $942
7.82K $322K
CSCO
Cisco Systems, Inc.

Technology
27
+ 0.63%
$45.52 - $50.04 $1.23K - $1.35K
4.32K $205K
JNJ
Johnson & Johnson

Healthcare
7
+ 0.37%
$144.38 - $157.78 $1.01K - $1.1K
1.91K $278K
SJM
J M Smucker CO

Consumer Defensive
16
+ 0.85%
$107.47 - $124.73 $1.72K - $2K
1.91K $207K
DFIV
Dimensional ETF Tr

ETFs
106
+ 0.19%
$35.5 - $38.02 $3.76K - $4.03K
54.7K $1.96M
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 0.65%
$249.37 - $280.22 $6.48K - $7.29K
4.02K $1.02M
VBK
Vanguard Small Cap Growth ETF

ETFs
402
+ 0.39%
$237.63 - $258.31 $95.5K - $104K
104K $26.1M
Activity Summary
Buys All Purchases 21 New Holdings 2 Increased Positions 19 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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