Kondo Wealth Advisors, Inc.'s ownership history for DFSV

Kondo Wealth Advisors, Inc. currently holds 9.5K shares with a market value of $313.0K. It started holding DFSV on 2024-12-31. At its peak, it held 9.9K shares on 2025-06-30. Its highest holding value was $316.0K on 2025-09-30. At its lowest, it held 9.4K shares on 2024-12-31, with a value of $265.6K on 2025-03-31. In the recent 180 days, Kondo Wealth Advisors, Inc. has decreased its shares by 408. In the recent year, Kondo Wealth Advisors, Inc. has increased its shares by 82.