Kondo Wealth Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Kondo Wealth Advisors, Inc.
- $226 Billion
- Q2 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 149,426 shares of DFUV stock, worth $6.33 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
149,426
Previous 148,084
0.91%
Holding current value
$6.33 Million
Previous $6.1 Billion
4.8%
% of portfolio
2.82%
Previous 3.01%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
737Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.45 Billion3.28% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.34 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$708 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$611 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$446 Million0.73% of portfolio