Jentner Corp Dimensional ETF Tr Dimensional Transaction History
Jentner Corp
- $248 Million
- Q3 2024
A detailed history of Jentner Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jentner Corp holds 1,018,282 shares of DFIC stock, worth $26.5 Million. This represents 11.54% of its overall portfolio holdings.
Number of Shares
1,018,282
Previous 980,489
3.85%
Holding current value
$26.5 Million
Previous $25.8 Million
11.16%
% of portfolio
11.54%
Previous 11.15%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
366Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$703 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$670 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$411 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$154 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$127 Million17.02% of portfolio