13F Insight
DOSSIER · 13F-HR · Q2 2025

Jentner Corp

$373M in tracked AUM across 54 positions as of Q2 2025.

JC
CIK 0001695908 · last filed Jun 30, 2025
Total AUM
$373M
as of Q2 2025
Holdings
54
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2025

Jentner Corp's $373M 13F is implemented entirely through Dimensional factor ETFs: VUG (growth), DFGP (global profitability), BSV (short-term bond), DFIC (international small-cap), VBK (small-cap growth) occupy the top five positions. Zero fundamental stock-selection evidence. Passive_index.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2025. Methodology

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
Loading holdings…

Filing history

2025Q2Jun 30
$373M▲ 11.7%
54 positionsLocked2025Q1Mar 31
$334M▼ 2.7%
53 positionsLocked2024Q4Dec 31
$343M▲ 5.1%
57 positionsLocked2024Q3Sep 30
$327M▲ 8.5%
58 positionsLocked2024Q2Jun 30
$301M▲ 5.8%
52 positionsLocked2024Q1Mar 31
$285M▲ 10.0%
52 positionsLocked2023Q4Dec 31
$259M▲ 60.9%
50 positionsLocked2023Q3Sep 30
$161M▲ 0.3%
44 positionsLocked2023Q2Jun 30
$160M▲ 9.4%
45 positionsLocked2023Q1Mar 31
$146M▲ 8.3%
44 positionsLocked2022Q4Dec 31
$135M▲ 8.0%
43 positionsLocked2022Q3Sep 30
$125M▼ 4.8%
34 positionsLocked
Showing 12 of 33