Kondo Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Kondo Wealth Advisors, Inc.
- $203 Billion
- Q1 2025
A detailed history of Kondo Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 180,921 shares of DFIV stock, worth $7.69 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
180,921
Previous 183,010
1.14%
Holding current value
$7.69 Million
Previous $6.49 Billion
9.67%
% of portfolio
3.51%
Previous 3.29%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
690Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$851 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$812 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$475 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$361 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$310 Million0.15% of portfolio