Jentner Corp DFGP Holdings History

Number of Shares
1.02 Mil
Current Holdings Value*
$54.38 Mil
% of Portfolio
16.27%
Total Estimate Gain
$1.86 Mil
% of Total Estimate Gain
3.48%

Jentner Corp's Dimensional Global Core Plus Fixed Income ETF Holding Summary

As of 2025-03-31, Jentner Corp held 1.02 Mil shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $54.38 Mil. This investment constitutes 16.27% of their stock portfolio, and Jentner Corp now holds 3.78% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.

The initial trade took place in 2023Q4. And since then Jentner Corp has made 6 purchases of DFGP, at an average price of $52.55, for a total of 1.02 Mil shares. Based on historical transaction data and DFGP's current price of $54.38, Jentner Corp's estimated gain on his DFGP holdings is $1.86 Mil, reflecting a 3.48% gain to date.

Jentner Corp DFGP ($54.38) Holding Chart

Jentner Corp DFGP ($54.38) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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