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Jentner Corp’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Jentner Corp’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.93M Sell
69,363
-8,370
-11% -$336K 0.79% 10
2025
Q1 		$3.2M Sell
77,733
-4,069
-5% -$171K 0.96% 10
2024
Q4 		$3.35M Sell
81,802
-2,864
-3% -$122K 0.98% 10
2024
Q3 		$3.53M Sell
84,666
-3,059
-3% -$124K 1.08% 10
2024
Q2 		$3.44M Sell
87,725
-234
-0.3% -$9.26K 1.14% 10
2024
Q1 		$3.6M Sell
87,959
-1,517
-2% -$57.9K 1.26% 10
2023
Q4 		$3.33M Sell
89,476
-2,906
-3% -$100K 1.29% 10
2023
Q3 		$3.14M Sell
92,382
-1,966
-2% -$68.9K 1.95% 7
2023
Q2 		$3.26M Sell
94,348
-73
-0.1% -$2.44K 2.03% 6
2023
Q1 		$3.16M Sell
94,421
-5,931
-6% -$203K 2.16% 5
2022
Q4 		$3.36M Buy
100,352
+602
+0.6% +$20K 2.48% 4
2022
Q3 		$2.95M Sell
99,750
-72
-0.1% -$2.34K 2.36% 4
2022
Q2 		$3.15M Buy
+99,822
New +$3.32M 2.4% 4

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jentner Corp's DFUV Position: Q2 2025 in Review

Jentner Corp reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 11% in Q2 2025, selling an estimated $336K and leaving 69,363 shares worth $2.93M. The position accounts for 0.79% of the portfolio, ranked #10.

Jentner Corp first reported a position in DFUV in Q2 2022 and has held it in 13 quarters since. The position peaked at $3.6M in Q1 2024. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Jentner Corp held 69,363 shares of Dimensional US Marketwide Value ETF worth $2.93M as of Q2 2025.
  • Jentner Corp sold 8,370 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $336K.
  • Dimensional US Marketwide Value ETF made up 0.79% of Jentner Corp's portfolio in Q2 2025, its #10 holding.
  • Jentner Corp first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 13 quarters since.
  • Jentner Corp's Dimensional US Marketwide Value ETF position peaked at $3.6M in Q1 2024.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

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