JC
DFSI

Jentner Corp’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Jentner Corp’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$985K Hold
24,998
– – 0.26% 22
2025
Q1 		$872K Hold
24,998
– – 0.26% 24
2024
Q4 		$821K Buy
+24,998
New +$851K 0.24% 26

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Jentner Corp's DFSI Position: Q2 2025 in Review

Jentner Corp held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q2 2025 at 24,998 shares worth $985K. The position accounts for 0.26% of the portfolio, ranked #22.

Jentner Corp first reported a position in DFSI in Q4 2024 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold DFSI as of Q2 2025.

  • Jentner Corp held 24,998 shares of Dimensional International Sustainability Core 1 ETF worth $985K as of Q2 2025.
  • Jentner Corp left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q2 2025.
  • Dimensional International Sustainability Core 1 ETF made up 0.26% of Jentner Corp's portfolio in Q2 2025, its #22 holding.
  • Jentner Corp first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2025.

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