Jentner Corp DFSV Holdings History
Jentner Corp's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Jentner Corp held 747,798.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $21.05 Mil. This investment constitutes 6.3% of their stock portfolio, and Jentner Corp now holds 0.47% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q4. And since then Jentner Corp has made 10 purchases of DFSV, at an average price of $27.19, for a total of 747,798.00 shares. Based on historical transaction data and DFSV's current price of $30.73, Jentner Corp's estimated gain on his DFSV holdings is $2.65 Mil, reflecting a 13.03% gain to date.
Jentner Corp DFSV ($30.73) Holding Chart
Jentner Corp DFSV ($30.73) 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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