Kondo Wealth Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Kondo Wealth Advisors, Inc.
- $248 Billion
- Q3 2025
A detailed history of Kondo Wealth Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 146,284 shares of DFUV stock, worth $6.59 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
146,284
Previous 149,426
2.1%
Holding current value
$6.59 Million
Previous $6.4 Billion
2.22%
% of portfolio
2.64%
Previous 2.82%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
771Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio