Kondo Wealth Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Kondo Wealth Advisors, Inc.
- $203 Billion
- Q1 2025
A detailed history of Kondo Wealth Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 148,084 shares of DFUV stock, worth $6.07 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
148,084
Previous 149,324
0.83%
Holding current value
$6.07 Million
Previous $6.11 Billion
0.13%
% of portfolio
3.01%
Previous 3.1%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
731Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.4 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.25 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$709 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$591 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$432 Million0.73% of portfolio