Kondo Wealth Advisors
DFIV icon

Kondo Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Kondo Wealth Advisors’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.55M Sell
153,054
-3,863
-2% -$221K 2.85% 10
2026
Q2 		$8.48M Sell
156,917
-3,187
-2% -$175K 2.83% 10
2026
Q1 		$8.45M Sell
160,104
-6,757
-4% -$358K 3.18% 9
2025
Q4 		$8.33M Sell
166,861
-2,173
-1% -$103K 3.19% 9
2025
Q3 		$7.8M Sell
169,034
-7,645
-4% -$342K 3.14% 10
2025
Q2 		$7.58M Sell
176,679
-4,242
-2% -$173K 3.35% 9
2025
Q1 		$7.12M Sell
180,921
-2,089
-1% -$79.7K 3.51% 9
2024
Q4 		$6.49M Buy
+183,010
New +$6.71M 3.29% 10

Other funds holding DFIV

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $249M AUM 21.43% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Kondo Wealth Advisors's DFIV Position: Q3 2026 in Review

Kondo Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 2.5% in Q3 2026, selling an estimated $221K and leaving 153,054 shares worth $8.55M. The position accounts for 2.85% of the portfolio, ranked #10.

Kondo Wealth Advisors first reported a position in DFIV in Q4 2024 and has held it in 8 quarters since. 296 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Kondo Wealth Advisors held 153,054 shares of Dimensional International Value ETF worth $8.55M as of Q3 2026.
  • Kondo Wealth Advisors sold 3,863 Dimensional International Value ETF shares in Q3 2026, an estimated $221K.
  • Dimensional International Value ETF made up 2.85% of Kondo Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • Kondo Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 296 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Kondo Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.