Number of Shares
395,115.00
Current Holdings Value*
$10.45 Mil
% of Portfolio
5.15%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
11.52%

Kondo Wealth Advisors, Inc.'s Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-03-31, Kondo Wealth Advisors, Inc. held 395,115.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $10.45 Mil. This investment constitutes 5.15% of their stock portfolio, and Kondo Wealth Advisors, Inc. now holds 0.21% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2024Q4. And since then Kondo Wealth Advisors, Inc. has made 1 purchases of DFEM, at an average price of $27.12, for a total of 395,115.00 shares. Based on historical transaction data and DFEM's current price of $30.24, Kondo Wealth Advisors, Inc.'s estimated gain on his DFEM holdings is $1.23 Mil, reflecting a 11.52% gain to date.

Kondo Wealth Advisors, Inc. DFEM ($30.24) Holding Chart

Kondo Wealth Advisors, Inc. DFEM ($30.24) 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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