Jentner Corp Dimensional ETF Tr Dimensional Transaction History
Jentner Corp
- $223 Million
- Q1 2024
A detailed history of Jentner Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jentner Corp holds 851,879 shares of DFIC stock, worth $22.7 Million. This represents 10.21% of its overall portfolio holdings.
Number of Shares
851,879
Previous 764,086
11.49%
Holding current value
$22.7 Million
Previous $19.5 Million
16.81%
% of portfolio
10.21%
Previous 9.47%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$572 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$568 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$426 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$148 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$121 Million16.95% of portfolio