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Jentner Corp’s Dimensional World Equity ETF DFAW Stock Holding History

Jentner Corp’s Portfolio DFAW Stock Details DFAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$536K Buy
7,987
+133
+2% +$8.32K 0.14% 35
2025
Q1 		$481K Hold
7,854
– – 0.14% 35
2024
Q4 		$491K Buy
+7,854
New +$502K 0.14% 38

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Jentner Corp's DFAW Position: Q2 2025 in Review

Jentner Corp increased its Dimensional World Equity ETF (DFAW) stake by 1.7% in Q2 2025, buying an estimated $8.32K and bringing the position to 7,987 shares worth $536K. The position accounts for 0.14% of the portfolio, ranked #35.

Jentner Corp first reported a position in DFAW in Q4 2024 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold DFAW as of Q2 2025.

  • Jentner Corp held 7,987 shares of Dimensional World Equity ETF worth $536K as of Q2 2025.
  • Jentner Corp bought 133 Dimensional World Equity ETF shares in Q2 2025, an estimated $8.32K.
  • Dimensional World Equity ETF made up 0.14% of Jentner Corp's portfolio in Q2 2025, its #35 holding.
  • Jentner Corp first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2025.

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