Jentner Corp’s Dimensional US Real Estate ETF 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Jentner Corp's DFAR Position: Q2 2025 in Review

Jentner Corp reduced its Dimensional US Real Estate ETF (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. 256 funds tracked by Wall St. Rank hold DFAR as of Q2 2025.

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

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