Jentner Corp
DFAR icon

Jentner Corp’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Jentner Corp’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$365K Sell
15,558
-2,512
-14% -$58.3K 0.1% 44
2025
Q1 		$430K Sell
18,070
-12,686
-41% -$299K 0.13% 37
2024
Q4 		$716K Sell
30,756
-32,980
-52% -$816K 0.21% 31
2024
Q3 		$1.63M Sell
63,736
-3,444
-5% -$83.4K 0.5% 15
2024
Q2 		$1.48M Sell
67,180
-27,571
-29% -$592K 0.49% 14
2024
Q1 		$2.12M Sell
94,751
-1,364
-1% -$30.1K 0.74% 12
2023
Q4 		$2.19M Sell
96,115
-101,495
-51% -$2.08M 0.84% 12
2023
Q3 		$3.86M Buy
197,610
+43,003
+28% +$912K 2.4% 6
2023
Q2 		$3.33M Buy
154,607
+58,999
+62% +$1.25M 2.08% 5
2023
Q1 		$2.05M Buy
95,608
+59,298
+163% +$1.3M 1.4% 9
2022
Q4 		$768K Buy
+36,310
New +$769K 0.57% 18

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Jentner Corp's DFAR Position: Q2 2025 in Review

Jentner Corp reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 14% in Q2 2025, selling an estimated $58.3K and leaving 15,558 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #44.

Jentner Corp first reported a position in DFAR in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.86M in Q3 2023. 257 funds tracked by Wall St. Rank hold DFAR as of Q2 2025.

  • Jentner Corp held 15,558 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $365K as of Q2 2025.
  • Jentner Corp sold 2,512 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2025, an estimated $58.3K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.1% of Jentner Corp's portfolio in Q2 2025, its #44 holding.
  • Jentner Corp first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 11 quarters since.
  • Jentner Corp's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $3.86M in Q3 2023.
  • 257 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2025.

Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.