Jentner Corp historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2023-12-31 to 2025-06-30, Jentner Corp opened 11 positions, added to 78, reduced 101 and sold out of 8.
- Q2 2025: Stock DFAX; Country of operation —; Class WORLD EX US CORE; Shares before 0.
- Q2 2025: Stock SLYG; Country of operation —; Class S&P 600 SMCP GRW; Shares before 0.
- Q4 2024: Stock DFSI; Country of operation —; Class INTERNATIONAL; Shares before 0.
- Q4 2024: Stock DFAW; Country of operation —; Class WORLD EQUITY ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1695908), 6 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
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