Kondo Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Kondo Wealth Advisors, Inc.
- $248 Billion
- Q3 2025
A detailed history of Kondo Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 169,034 shares of DFIV stock, worth $8.1 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
169,034
Previous 176,679
4.33%
Holding current value
$8.1 Million
Previous $7.58 Billion
2.9%
% of portfolio
3.14%
Previous 3.35%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
792Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio