Kondo Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Kondo Wealth Advisors, Inc.
- $226 Billion
- Q2 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 9,926 shares of DFSV stock, worth $318,525. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,926
Previous 9,436
5.19%
Holding current value
$318,525
Previous $266 Million
12.82%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
481Shares Held
129MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$378 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$207 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$186 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$174 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$103 Million2.12% of portfolio