Jentner Corp
DFGR icon

Jentner Corp’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Jentner Corp’s Portfolio DFGR Stock Details DFGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.5M Buy
466,538
+5,776
+1% +$152K 3.35% 9
2025
Q1 		$12.1M Buy
460,762
+31,356
+7% +$817K 3.62% 9
2024
Q4 		$11M Buy
429,406
+70,480
+20% +$1.93M 3.19% 9
2024
Q3 		$10.4M Buy
358,926
+4,354
+1% +$119K 3.17% 9
2024
Q2 		$8.86M Buy
354,572
+42,168
+13% +$1.04M 2.94% 9
2024
Q1 		$7.98M Buy
312,404
+8,274
+3% +$207K 2.8% 9
2023
Q4 		$7.9M Buy
+304,130
New +$7.13M 3.05% 9

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Jentner Corp's DFGR Position: Q2 2025 in Review

Jentner Corp increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.3% in Q2 2025, buying an estimated $152K and bringing the position to 466,538 shares worth $12.5M. The position accounts for 3.35% of the portfolio, ranked #9.

Jentner Corp first reported a position in DFGR in Q4 2023 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold DFGR as of Q2 2025.

  • Jentner Corp held 466,538 shares of Dimensional Global Real Estate ETF worth $12.5M as of Q2 2025.
  • Jentner Corp bought 5,776 Dimensional Global Real Estate ETF shares in Q2 2025, an estimated $152K.
  • Dimensional Global Real Estate ETF made up 3.35% of Jentner Corp's portfolio in Q2 2025, its #9 holding.
  • Jentner Corp first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 7 quarters since.
  • 263 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2025.

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