Kondo Wealth Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
Kondo Wealth Advisors, Inc.
- $203 Billion
- Q1 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 67,322 shares of DFAS stock, worth $4.18 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
67,322
Previous 67,466
0.21%
Holding current value
$4.18 Million
Previous $4.39 Billion
8.39%
% of portfolio
1.98%
Previous 2.23%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
821Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio