Kondo Wealth Advisors, Inc. DFUS Holdings History
Kondo Wealth Advisors, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Kondo Wealth Advisors, Inc. held 112,644.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $6.81 Mil. This investment constitutes 3.36% of their stock portfolio, and Kondo Wealth Advisors, Inc. now holds 0.05% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $63.90 for 2,001.00 shares. Based on historical transaction data and DFUS's current price of $68.13, Kondo Wealth Advisors, Inc.'s estimated gain on his DFUS holdings is $446,676.42, reflecting a 6.07% gain to date.
Kondo Wealth Advisors, Inc. DFUS ($68.13) Holding Chart
Kondo Wealth Advisors, Inc. DFUS ($68.13) 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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