Ownership history in True Wealth Design, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 42,604 | -2,434 | -5.4% | 0.74% | $2.5M | $59.54 |
| 2025 Q3 | REDUCED | 45,038 | -851 | -1.9% | 0.80% | $2.6M | $57.98 |
| 2025 Q2 | REDUCED | 45,889 | -7,030 | -13.3% | 0.87% | $2.5M | $53.49 |
| 2025 Q1 | REDUCED | 52,919 | -4,874 | -8.4% | 1.04% | $2.7M | $50.81 |
| 2024 Q4 | REDUCED | 57,793 | -6,990 | -10.8% | 1.25% | $3.2M | $54.76 |
| 2024 Q3 | REDUCED | 64,783 | -656 | -1.0% | 1.41% | $3.6M | $54.53 |
| 2024 Q2 | REDUCED | 65,439 | -9,148 | -12.3% | 0.84% | $3.4M | $50.66 |
| 2024 Q1 | REDUCED | 74,587 | -1,312 | -1.7% | 1.01% | $4.1M | $52.94 |
| 2023 Q4 | REDUCED | 75,899 | -15,165 | -16.7% | 1.12% | $4.0M | $50.80 |
| 2023 Q3 | REDUCED | 91,064 | -2,822 | -3.0% | 1.39% | $4.2M | $44.18 |
As of 2025 Q4 — sorted by position size