Kondo Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.8M	Sell	105,950 -702	-0.7%	-$58.2K	2.93%	9
2026 Q2	$8.74M	Sell	106,652 -461	-0.4%	-$36.5K	2.92%	9
2026 Q1	$7.6M	Sell	107,113 -79	-0.1%	-$5.85K	2.86%	10
2025 Q4	$7.95M	Sell	107,192 -1,451	-1%	-$107K	3.04%	10
2025 Q3	$7.87M	Sell	108,643 -4,302	-4%	-$300K	3.17%	9
2025 Q2	$7.57M	Buy	112,945 +301	+0.3%	+$18.6K	3.34%	10
2025 Q1	$6.81M	Sell	112,644 -2,001	-2%	-$128K	3.36%	10
2024 Q4	$7.31M	Buy	+114,645	New	+$7.35M	3.71%	9

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Kondo Wealth Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 0.66% in Q3 2026, selling an estimated $58.2K and leaving 105,950 shares worth $8.8M. The position accounts for 2.93% of the portfolio, ranked #9.

Kondo Wealth Advisors first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Kondo Wealth Advisors held 105,950 shares of Dimensional US Equity ETF worth $8.8M as of Q3 2026.
Kondo Wealth Advisors sold 702 Dimensional US Equity ETF shares in Q3 2026, an estimated $58.2K.
Dimensional US Equity ETF made up 2.93% of Kondo Wealth Advisors's portfolio in Q3 2026, its #9 holding.
Kondo Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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