JC
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Jentner Corp’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Jentner Corp’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$59.6M Buy
1,094,132
+76,396
+8% +$4.09M 15.97% 2
2025
Q1 		$54.4M Buy
1,017,736
+54,337
+6% +$2.89M 16.27% 3
2024
Q4 		$50.9M Buy
963,399
+116,419
+14% +$6.3M 14.82% 3
2024
Q3 		$46.7M Buy
846,980
+46,879
+6% +$2.54M 14.29% 3
2024
Q2 		$42.3M Buy
800,101
+98,205
+14% +$5.18M 14.06% 3
2024
Q1 		$37.5M Buy
701,896
+67,762
+11% +$3.59M 13.16% 3
2023
Q4 		$33.8M Buy
+634,134
New +$32.9M 13.05% 3

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

Jentner Corp's DFGP Position: Q2 2025 in Review

Jentner Corp increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 7.5% in Q2 2025, buying an estimated $4.09M and bringing the position to 1,094,132 shares worth $59.6M. The position accounts for 15.97% of the portfolio, ranked #2.

Jentner Corp first reported a position in DFGP in Q4 2023 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold DFGP as of Q2 2025.

  • Jentner Corp held 1,094,132 shares of Dimensional Global Core Plus Fixed Income ETF worth $59.6M as of Q2 2025.
  • Jentner Corp bought 76,396 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2025, an estimated $4.09M.
  • Dimensional Global Core Plus Fixed Income ETF made up 15.97% of Jentner Corp's portfolio in Q2 2025, its #2 holding.
  • Jentner Corp first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and has held it in 7 quarters since.
  • 128 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2025.

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