Jentner Corp DFIV Holdings History

Number of Shares
43,241.00
Current Holdings Value*
$1.70 Mil
% of Portfolio
0.51%
Total Estimate Gain
$582,350.70
% of Total Estimate Gain
12.91%

Jentner Corp's Dimensional International Value ETF Holding Summary

As of 2025-03-31, Jentner Corp held 43,241.00 shares of Dimensional International Value ETF(DFIV), totaling $1.70 Mil. This investment constitutes 0.51% of their stock portfolio, and Jentner Corp now holds 0.02% of the outstanding Dimensional International Value ETF(DFIV) stock.

The initial trade took place in 2021Q3. And since then Jentner Corp has made 5 purchases of DFIV, at an average price of $32.43, for a total of 139,065.00 shares. In addition, there have been 10 sales at an average price of $33.72 for 95,824.00 shares. Based on historical transaction data and DFIV's current price of $43.05, Jentner Corp's estimated gain on his DFIV holdings is $582,350.70, reflecting a 12.91% gain to date.

Jentner Corp DFIV ($43.05) Holding Chart

Jentner Corp DFIV ($43.05) 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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