Jentner Corp DFLV Holdings History
Jentner Corp's Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, Jentner Corp held 730,768.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $22.34 Mil. This investment constitutes 6.69% of their stock portfolio, and Jentner Corp now holds 0.66% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q2. And since then Jentner Corp has made 7 purchases of DFLV, at an average price of $27.07, for a total of 733,334.00 shares. In addition, there have been 1 sales at an average price of $30.89 for 2,566.00 shares. Based on historical transaction data and DFLV's current price of $31.38, Jentner Corp's estimated gain on his DFLV holdings is $3.16 Mil, reflecting a 15.94% gain to date.
Jentner Corp DFLV ($31.38) Holding Chart
Jentner Corp DFLV ($31.38) 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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