JC
DFSE

Jentner Corp’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Jentner Corp’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$325K Buy
8,551
+276
+3% +$9.68K 0.09% 46
2025
Q1 		$279K Hold
8,275
– – 0.08% 47
2024
Q4 		$274K Buy
8,275
+20
+0.2% +$689 0.08% 48
2024
Q3 		$292K Hold
8,255
– – 0.09% 46
2024
Q2 		$276K Hold
8,255
– – 0.09% 43
2024
Q1 		$266K Hold
8,255
– – 0.09% 47
2023
Q4 		$261K Buy
+8,255
New +$247K 0.1% 44

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

Jentner Corp's DFSE Position: Q2 2025 in Review

Jentner Corp increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 3.3% in Q2 2025, buying an estimated $9.68K and bringing the position to 8,551 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #46.

Jentner Corp first reported a position in DFSE in Q4 2023 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold DFSE as of Q2 2025.

  • Jentner Corp held 8,551 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $325K as of Q2 2025.
  • Jentner Corp bought 276 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2025, an estimated $9.68K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.09% of Jentner Corp's portfolio in Q2 2025, its #46 holding.
  • Jentner Corp first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 7 quarters since.
  • 141 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2025.

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