Kondo Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Kondo Wealth Advisors, Inc.
- $248 Billion
- Q3 2025
A detailed history of Kondo Wealth Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 5,947 shares of DISV stock, worth $213,616. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,947Holding current value
$213,616% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio