JC

Jentner Corp

13F
Jentner Corp
Last update 2025-07-16 54 Stocks (2 new)
Value $373.00 Mil Turnover 5 %
Countries:
Top Holdings: VUG(18.97%)DFGP(15.97%)BSV(15.24%)DFIC(10.97%)VBK(7.60%)
Summary Stock Picks Current Portfolio
Jentner Corp Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
161,563
70,829.2
+0.97%
18.970
+0.18%
0.040
+27.20%
+8.98%
164,247.8
 
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
1,094,132
59,619.3
+7.51%
15.970
+1.12%
3.620
+2.84%
+3.15%
1,656.6
 
BSV
Vanguard Short-Term Bond ETF
722,651
56,872.6
+2.26%
15.240
+0.34%
0.150
+0.41%
+1.59%
38,474.6
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
1,317,059
40,947.4
+6.58%
10.970
+0.68%
0.420
+10.99%
+21.17%
9,790.6
 
VBK
Vanguard Small Cap Growth ETF
102,457
28,374.5
+2.64%
7.600
+0.20%
0.160
+19.99%
+1.15%
18,021.3
 
DFLV
Dimensional US Large Cap Value ETF
835,891
25,929.3
+14.39%
6.950
+0.87%
0.700
+11.39%
+5.23%
3,792.0
 
DFSV
Dimensional US Small Cap Value ETF
831,144
24,460.6
+11.15%
6.550
+0.66%
0.520
+19.24%
+0.06%
4,961.9
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
585,548
17,379.1
+3.98%
4.660
+0.18%
0.310
+17.12%
+16.23%
5,774.5
 
DFGR
Dimensional Global Real Estate ETF
466,538
12,517.2
+1.25%
3.350
+0.04%
0.490
+6.44%
+7.48%
2,627.0
 
DFUV
Dimensional US Marketwide Value ETF
69,363
2,932.7
-10.77%
0.790
-0.10%
0.030
+12.36%
+5.06%
11,765.5
 

Jentner Corp's Historical Top Holdings Breakdowns

Jentner Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFGP
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
2025-06-30
Add
Add
+1.12%
●
52.44 ($53.52) 54.49
$54.49
1.81%
Add 7.51%
1,094,132
76,396
DFLV
Dimensional US Large Cap Value ETF
2025-06-30
Add
Add
+0.87%
●
26.9 ($29.62) 31.02
$31.60
6.68%
Add 14.39%
835,891
105,123
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-06-30
Add
Add
+0.68%
●
24.94 ($29.27) 31.15
$31.31
6.97%
Add 6.58%
1,317,059
81,323
DFSV
Dimensional US Small Cap Value ETF
2025-06-30
Add
Add
+0.66%
●
24.21 ($27.7) 29.47
$30.80
11.19%
Add 11.15%
831,144
83,346
BSV
Vanguard Short-Term Bond ETF
2025-06-30
Add
Add
+0.34%
●
77.74 ($78.19) 78.78
$78.50
0.40%
Add 2.26%
722,651
15,981
DFIV
Dimensional International Value ETF
2025-06-30
Reduce
Reduce
-0.26%
●
34.67 ($40.71) 43.21
$43.43
6.68%
Reduce -50.68%
21,328
-21,913
VBK
Vanguard Small Cap Growth ETF
2025-06-30
Add
Add
+0.20%
●
219.76 ($257.42) 276.94
$283.29
10.05%
Add 2.64%
102,457
2,637
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-06-30
Add
Add
+0.18%
●
23.4 ($27.48) 29.68
$30.44
10.77%
Add 3.98%
585,548
22,390
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+0.18%
●
329.49 ($394.63) 438.4
$447.28
13.34%
Add 0.97%
161,563
1,548
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-06-30
New Buy
New Buy
+0.14%
●
23.37 ($27.5) 29.39
$29.83
8.47%
New holding
17,270
17,270

Jentner Corp Total Holding History ($B)

To

Jentner Corp's Asset Allocation

To

Jentner Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Jentner Corp's Hypothetical Growth since 2025-06-30

Jentner Corp's Yearly Returns

Year Portfolio % % Excess Gain %

Jentner Corp's Holdings Heat Map

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Jentner Corp's Holdings Bubble Chart

Jentner Corp News

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