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 $4.68 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
67,898
Previous 67,322
0.86%
Holding current value
$4.68 Million
Previous $4.02 Billion
9.21%
% of portfolio
1.94%
Previous 1.98%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
849Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$541 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$428 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$401 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$192 Million3.23% of portfolio