Jentner Corp DFGR Holdings History

Number of Shares
460,762.00
Current Holdings Value*
$12.10 Mil
% of Portfolio
3.62%
Total Estimate Gain
$1.11 Mil
% of Total Estimate Gain
9.91%

Jentner Corp's Dimensional Global Real Estate ETF Holding Summary

As of 2025-03-31, Jentner Corp held 460,762.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $12.10 Mil. This investment constitutes 3.62% of their stock portfolio, and Jentner Corp now holds 0.51% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.

The initial trade took place in 2023Q4. And since then Jentner Corp has made 6 purchases of DFGR, at an average price of $24.40, for a total of 460,762.00 shares. Based on historical transaction data and DFGR's current price of $26.82, Jentner Corp's estimated gain on his DFGR holdings is $1.11 Mil, reflecting a 9.91% gain to date.

Jentner Corp DFGR ($26.82) Holding Chart

Jentner Corp DFGR ($26.82) 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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