Kondo Wealth Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History
Kondo Wealth Advisors, Inc.
- $226 Billion
- Q2 2025
A detailed history of Kondo Wealth Advisors, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 264,427 shares of DFSD stock, worth $12.7 Million. This represents 5.6% of its overall portfolio holdings.
Number of Shares
264,427
Previous 250,243
5.67%
Holding current value
$12.7 Million
Previous $11.9 Billion
6.67%
% of portfolio
5.6%
Previous 5.86%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
359Shares Held
73.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$141 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio