Kondo Wealth Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
Kondo Wealth Advisors, Inc.
- $226 Billion
- Q2 2025
A detailed history of Kondo Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 67,898 shares of DFAS stock, worth $4.38 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
67,898
Previous 67,322
0.86%
Holding current value
$4.38 Million
Previous $4.02 Billion
9.21%
% of portfolio
1.94%
Previous 1.98%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
834Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.08 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$514 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$375 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$346 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio