Kondo Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Kondo Wealth Advisors, Inc.
- $203 Billion
- Q1 2025
A detailed history of Kondo Wealth Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 9,436 shares of DFSV stock, worth $269,963. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,436
Previous 9,436
-0.0%
Holding current value
$269,963
Previous $290 Million
8.54%
% of portfolio
0.13%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
440Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$268 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$218 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$166 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$144 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$143 Million1.64% of portfolio