Kondo Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Kondo Wealth Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.41M	Sell	65,648 -292	-0.4%	-$22.6K	1.81%	12
2026 Q1	$4.69M	Sell	65,940 -152	-0.2%	-$11.2K	1.77%	12
2025 Q4	$4.61M	Buy	66,092 +93	+0.1%	+$6.41K	1.76%	12
2025 Q3	$4.52M	Sell	65,999 -1,899	-3%	-$127K	1.82%	12
2025 Q2	$4.39M	Buy	67,898 +576	+0.9%	+$34.5K	1.94%	12
2025 Q1	$4.02M	Sell	67,322 -144	-0.2%	-$9.26K	1.98%	12
2024 Q4	$4.39M	Buy	+67,466	New	+$4.51M	2.23%	12

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kondo Wealth Advisors's DFAS Position: Q2 2026 in Review

Kondo Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.44% in Q2 2026, selling an estimated $22.6K and leaving 65,648 shares worth $5.41M. The position accounts for 1.81% of the portfolio, ranked #12.

Kondo Wealth Advisors first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Kondo Wealth Advisors held 65,648 shares of Dimensional US Small Cap ETF worth $5.41M as of Q2 2026.
Kondo Wealth Advisors sold 292 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $22.6K.
Dimensional US Small Cap ETF made up 1.81% of Kondo Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Kondo Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.