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 (DFSV). 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 | 62,830 | -813 | -1.3% | 0.61% | $2.1M | $32.89 |
| 2025 Q3 | REDUCED | 63,643 | -289 | -0.5% | 0.62% | $2.0M | $31.71 |
| 2025 Q2 | REDUCED | 63,932 | -3,186 | -4.7% | 0.66% | $1.9M | $29.18 |
| 2025 Q1 | ADDED | 67,118 | +930 | +1.4% | 0.72% | $1.9M | $27.78 |
| 2024 Q4 | REDUCED | 66,188 | -12,835 | -16.2% | 0.79% | $2.0M | $30.29 |
| 2024 Q3 | REDUCED | 79,023 | -10,560 | -11.8% | 0.95% | $2.4M | $30.18 |
| 2024 Q2 | REDUCED | 89,583 | -30,537 | -25.4% | 0.64% | $2.6M | $28.11 |
| 2024 Q1 | REDUCED | 120,120 | -2,823 | -2.3% | 0.90% | $3.6M | $29.28 |
| 2023 Q4 | ADDED | 122,943 | +5,761 | +4.9% | 1.01% | $3.6M | $28.27 |
| 2023 Q3 | ADDED | 117,182 | +5,634 | +5.1% | 0.99% | $3.0M | $24.50 |
As of 2025 Q4 — sorted by position size