Jentner Corp Incresed Positions in Q3 2024

Jentner Corp

  • $248 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
37.8K
+ 3.85%
$25.36 - $28.37 $958K - $1.07M
1.02M $28.7M
DFSV
Dimensional ETF Tr Dimensional

ETFs
46.6K
+ 7.58%
$28.25 - $31.7 $1.32M - $1.48M
662K $20.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14.1K
+ 2.14%
$76.38 - $78.87 $1.08M - $1.12M
674K $53M
VBK
Vanguard Small Cap Growth ETF

ETFs
9
+ 0.01%
$240.48 - $267.94 $2.16K - $2.41K
104K $27.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
16.6K
+ 3.3%
$25.21 - $28.46 $419K - $473K
520K $14.6M
IVV
Ishares Core S&P 500 ETF

ETFs
1.79K
+ 93.8%
$520.18 - $576.82 $929K - $1.03M
3.69K $2.13M
MCD
Mcdonalds Corp

Consumer Cyclical
28
+ 0.7%
$245.82 - $304.51 $6.88K - $8.53K
4.05K $1.23M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
97
+ 0.6%
$48.52 - $64.71 $4.71K - $6.28K
16.3K $1.01M
AAPL
Apple Inc.

Technology
299
+ 5.8%
$207.23 - $234.82 $62K - $70.2K
5.45K $1.27M
SCHV
Schwab Strategic Tr Us Large C

ETFs
389
+ 2.09%
$73.43 - $80.37 $28.6K - $31.3K
19K $1.53M
BNDX
Vanguard Total International B

ETFs
1.07K
+ 2.86%
$48.42 - $50.35 $51.9K - $54K
38.5K $1.94M
ORCL
Oracle Corp

Technology
70
+ 3.06%
$125.9 - $170.35 $8.81K - $11.9K
2.36K $401K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5
+ 0.04%
$59.25 - $65.33 $296 - $327
14.1K $914K
PG
Procter & Gamble CO

Consumer Defensive
109
+ 3.18%
$160.76 - $177.82 $17.5K - $19.4K
3.53K $611K
JNJ
Johnson & Johnson

Healthcare
6
+ 0.31%
$145.48 - $167.38 $873 - $1K
1.91K $310K
VZ
Verizon Communications Inc

Communication Services
22
+ 0.28%
$38.89 - $45.0 $856 - $990
7.84K $352K
CSCO
Cisco Systems, Inc.

Technology
29
+ 0.67%
$44.74 - $53.22 $1.3K - $1.54K
4.35K $231K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.3%
$475.2 - $527.7 $950 - $1.06K
669 $353K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
52
+ 0.35%
$47.01 - $48.2 $2.44K - $2.51K
15K $719K
Dimensional ETF Trust
35.8K
+ 5.82%
N/A
651K $0
BHRB
Burke Herbert Finl Svcs Corp C
39
+ 0.7%
N/A
5.58K $0
Dimensional ETF Trust
46.9K
+ 5.86%
N/A
847K $0
Dimensional ETF Trust
4.35K
+ 1.23%
N/A
359K $0
MSFT
Microsoft Corp

Technology
13
+ 0.61%
$395.15 - $467.56 $5.14K - $6.08K
2.16K $929K
Activity Summary
Buys All Purchases 31 New Holdings 6 Increased Positions 25 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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