KWA
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Kondo Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kondo Wealth Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.73M Sell
140,456
-2,495
-2% -$131K 2.58% 11
2026
Q1 		$6.93M Sell
142,951
-3,022
-2% -$148K 2.61% 11
2025
Q4 		$6.8M Sell
145,973
-311
-0.2% -$14.1K 2.6% 11
2025
Q3 		$6.54M Sell
146,284
-3,142
-2% -$137K 2.64% 11
2025
Q2 		$6.4M Buy
149,426
+1,342
+0.9% +$53.9K 2.82% 11
2025
Q1 		$6.1M Sell
148,084
-1,240
-0.8% -$52.1K 3.01% 11
2024
Q4 		$6.11M Buy
+149,324
New +$6.34M 3.1% 11

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Kondo Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.7% in Q2 2026, selling an estimated $131K and leaving 140,456 shares worth $7.73M. The position accounts for 2.58% of the portfolio, ranked #11.

Kondo Wealth Advisors first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Kondo Wealth Advisors held 140,456 shares of Dimensional US Marketwide Value ETF worth $7.73M as of Q2 2026.
  • Kondo Wealth Advisors sold 2,495 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $131K.
  • Dimensional US Marketwide Value ETF made up 2.58% of Kondo Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Kondo Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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