Kondo Wealth Advisors, Inc. DFIV Holdings History
Number of Shares
180,921.00
Current Holdings Value*
$7.12 Mil
% of Portfolio
3.51%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
16.42%
Kondo Wealth Advisors, Inc.'s Dimensional International Value ETF Holding Summary
As of 2025-03-31, Kondo Wealth Advisors, Inc. held 180,921.00 shares of Dimensional International Value ETF(DFIV), totaling $7.12 Mil. This investment constitutes 3.51% of their stock portfolio, and Kondo Wealth Advisors, Inc. now holds 0.07% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $38.16 for 2,089.00 shares. Based on historical transaction data and DFIV's current price of $42.72, Kondo Wealth Advisors, Inc.'s estimated gain on his DFIV holdings is $1.10 Mil, reflecting a 16.42% gain to date.
Kondo Wealth Advisors, Inc. DFIV ($42.72) Holding Chart
Kondo Wealth Advisors, Inc. DFIV ($42.72) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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