KWA
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Kondo Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Kondo Wealth Advisors’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.7M Buy
264,427
+14,184
+6% +$680K 5.6% 6
2025
Q1 		$11.9M Buy
250,243
+18,647
+8% +$886K 5.86% 6
2024
Q4 		$10.9M Buy
+231,596
New +$10.9M 5.51% 6