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 (DIHP). 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 | 446,468 | -10,377 | -2.3% | 4.14% | $14.1M | $31.67 |
| 2025 Q3 | ADDED | 456,845 | +5,116 | +1.1% | 4.24% | $13.9M | $30.28 |
| 2025 Q2 | REDUCED | 451,729 | -22,107 | -4.7% | 4.69% | $13.3M | $29.26 |
| 2025 Q1 | REDUCED | 473,836 | -545 | -0.1% | 4.86% | $12.8M | $26.44 |
| 2024 Q4 | ADDED | 474,381 | +26,143 | +5.8% | 4.64% | $12.0M | $24.69 |
| 2024 Q3 | REDUCED | 448,238 | -106,862 | -19.3% | 4.85% | $12.4M | $26.96 |
| 2024 Q2 | ADDED | 555,100 | +9,116 | +1.7% | 3.61% | $14.6M | $25.52 |
| 2024 Q1 | ADDED | 545,984 | +103,898 | +23.5% | 3.67% | $14.7M | $25.84 |
| 2023 Q4 | ADDED | 442,086 | +36,467 | +9.0% | 3.20% | $11.3M | $24.56 |
| 2023 Q3 | ADDED | 405,619 | +70,464 | +21.0% | 3.15% | $9.4M | $22.09 |
As of 2025 Q4 — sorted by position size