Kondo Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Kondo Wealth Advisors, Inc.
- $226 Billion
- Q2 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 176,679 shares of DFIV stock, worth $7.76 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
176,679
Previous 180,921
2.34%
Holding current value
$7.76 Million
Previous $7.12 Billion
6.39%
% of portfolio
3.35%
Previous 3.51%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
715Shares Held
232MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$928 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$839 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$491 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$377 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$320 Million0.15% of portfolio