Jentner Corp Purchases in Q2 2025

Jentner Corp

  • $271 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.55K
+ 0.97%
$329.49 - $438.4 $510K - $679K
162K $70.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
81.3K
+ 6.58%
$24.94 - $31.15 $2.03M - $2.53M
1.32M $40.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
83.3K
+ 11.15%
$24.21 - $29.47 $2.02M - $2.46M
831K $24.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.64K
+ 2.64%
$219.76 - $276.94 $580K - $730K
102K $28.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
22.4K
+ 3.98%
$23.4 - $29.68 $524K - $665K
586K $17.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
16K
+ 2.26%
$77.74 - $78.78 $1.24M - $1.26M
723K $56.9M
DFAX
Dimensional ETF Tr
17.3K
New
$23.37 - $29.39 $404K - $508K
17.3K $507K
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.5K
+ 57.61%
$52.31 - $63.72 $340K - $414K
17.8K $1.13M
MSFT
Microsoft Corp

Technology
270
+ 12.5%
$354.56 - $497.45 $95.7K - $134K
2.43K $1.21M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.55K
New
$72.61 - $88.75 $185K - $226K
2.55K $226K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
74
+ 0.45%
$63.06 - $78.98 $4.67K - $5.84K
16.6K $1.31M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
597
+ 3.89%
$29.12 - $35.84 $17.4K - $21.4K
15.9K $570K
VBR
Vanguard Small Cap Value ETF

ETFs
25
+ 0.41%
$162.76 - $195.77 $4.07K - $4.89K
6.16K $1.2M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
663
+ 5.5%
$68.11 - $69.33 $45.2K - $46K
12.7K $881K
CSCO
Cisco Systems, Inc.

Technology
24
+ 0.55%
$53.19 - $69.38 $1.28K - $1.67K
4.42K $306K
O
Realty Income Corp

Real Estate
55
+ 1.43%
$52.27 - $58.52 $2.87K - $3.22K
3.91K $225K
BHRB
Burke Herbert Finl Svcs Corp C
50
+ 0.88%
N/A
5.72K $0
Dimensional ETF Trust
133
+ 1.69%
N/A
7.99K $0
DFSU
Dimensional ETF Tr Dimen Us Su
2.85K
+ 5.78%
N/A
52.2K $0
Dimensional ETF Trust
105K
+ 14.39%
N/A
836K $0
Dimensional ETF Trust
76.4K
+ 7.51%
N/A
1.09M $0
DFSE
Dimensional ETF Tr Dimen Emrgn
276
+ 3.34%
N/A
8.55K $0
Dimensional ETF Trust
5.78K
+ 1.25%
N/A
467K $0
JNJ
Johnson & Johnson

Healthcare
7
+ 0.36%
$146.36 - $159.82 $1.02K - $1.12K
1.93K $295K
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.25%
$157.66 - $172.39 $1.42K - $1.55K
3.56K $567K
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 0.56%
$285.55 - $321.23 $6.57K - $7.39K
4.12K $1.2M
Activity Summary
Buys All Purchases 27 New Holdings 2 Increased Positions 25 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jentner Corp Portfolio

Follow Jentner Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jentner Corp, based on Form 13F filings with the SEC.

News

Stay updated on Jentner Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email