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.

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

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Filing history

2025Q2Jun 30

$373M▲ 11.7%

54 positionsLocked 2025Q1Mar 31

$334M▼ 2.7%

53 positionsLocked 2024Q4Dec 31

$343M▲ 5.1%

57 positionsLocked 2024Q3Sep 30

$327M▲ 8.5%

58 positionsLocked 2024Q2Jun 30

$301M▲ 5.8%

52 positionsLocked 2024Q1Mar 31

$285M▲ 10.0%

52 positionsLocked 2023Q4Dec 31

$259M▲ 60.9%

50 positionsLocked 2023Q3Sep 30

$161M▲ 0.3%

44 positionsLocked 2023Q2Jun 30

$160M▲ 9.4%

45 positionsLocked 2023Q1Mar 31

$146M▲ 8.3%

44 positionsLocked 2022Q4Dec 31

$135M▲ 8.0%

43 positionsLocked 2022Q3Sep 30

$125M▼ 4.8%

34 positionsLocked

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