Kondo Wealth Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History
Kondo Wealth Advisors, Inc.
- $203 Billion
- Q1 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 250,243 shares of DFSD stock, worth $11.9 Million. This represents 5.86% of its overall portfolio holdings.
Number of Shares
250,243
Previous 231,596
8.05%
Holding current value
$11.9 Million
Previous $10.9 Billion
9.53%
% of portfolio
5.86%
Previous 5.51%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
354Shares Held
68.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio