Kondo Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Kondo Wealth Advisors, Inc.
- $203 Billion
- Q1 2025
A detailed history of Kondo Wealth Advisors, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 395,115 shares of DFEM stock, worth $11.2 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
395,115
Previous 365,463
8.11%
Holding current value
$11.2 Million
Previous $9.57 Billion
9.23%
% of portfolio
5.15%
Previous 4.86%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
443Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$469 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$183 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$173 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$139 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$126 Million0.17% of portfolio