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Kondo Wealth Advisors »

DFA Tax-Managed US Marketwide Value II shares owned by Kondo Wealth Advisors

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Kondo Wealth Advisors from 13F filings

Historical chart of Kondo Wealth Advisors investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Kondo Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Kondo Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$6.5M	146k	44.69
2025-06-30	$6.4M	149k	42.80
2025-03-31	$6.1M	148k	41.21
2024-12-31	$6.1M	149k	40.92

More positions owned by Kondo Wealth Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Ishares Tr Core Msci Intl (IDEV)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Short Duration F (DFSD)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Dimensional Etf Trust Us Equity Market (DFUS)

Dimensional Etf Trust Internatnal Val (DFIV)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Apple (AAPL)

Ishares Tr Esg Awre 1 5 Yr (SUSB)

Cathay General Ban (CATY)

View all positions for Kondo Wealth Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

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View all funds holding DFA Tax-Managed US Marketwide Value II

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