Kondo Wealth Advisors, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 21,729 shares of DFAT stock, worth $1.18 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
21,729
Previous 23,531
7.66%
Holding current value
$1.18 Million
Previous $1.21 Billion
0.91%
% of portfolio
0.53%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
777Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$759 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$677 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$509 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$336 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$269 Million1.74% of portfolio