KWA
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Kondo Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
21,729
-1,802
-8% -$99.6K 0.53% 22
2025
Q1
$1.21M Sell
23,531
-1,362
-5% -$70.1K 0.6% 19
2024
Q4
$1.39M Buy
+24,893
New +$1.39M 0.7% 19