KWA
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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
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Kondo Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 2% in Q2 2026, selling an estimated $175K and leaving 156,917 shares worth $8.48M. The position accounts for 2.83% of the portfolio, ranked #10.

Kondo Wealth Advisors first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Kondo Wealth Advisors held 156,917 shares of Dimensional International Value ETF worth $8.48M as of Q2 2026.
  • Kondo Wealth Advisors sold 3,187 Dimensional International Value ETF shares in Q2 2026, an estimated $175K.
  • Dimensional International Value ETF made up 2.83% of Kondo Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Kondo Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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