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 (DFEV). 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 | 704,601 | -34,917 | -4.7% | 6.97% | $23.8M | $33.74 |
| 2025 Q3 | REDUCED | 739,518 | -7,467 | -1.0% | 7.21% | $23.6M | $31.70 |
| 2025 Q2 | REDUCED | 746,985 | -59,031 | -7.3% | 7.89% | $22.4M | $29.45 |
| 2025 Q1 | REDUCED | 806,016 | -1,496 | -0.2% | 8.30% | $21.8M | $26.33 |
| 2024 Q4 | ADDED | 807,512 | +21,050 | +2.7% | 8.21% | $21.2M | $25.46 |
| 2024 Q3 | ADDED | 786,462 | +19,458 | +2.5% | 8.74% | $22.4M | $27.41 |
| 2024 Q2 | REDUCED | 767,004 | -209 | -0.0% | 5.21% | $21.1M | $26.12 |
| 2024 Q1 | ADDED | 767,213 | +26,890 | +3.6% | 4.96% | $19.9M | $24.48 |
| 2023 Q4 | ADDED | 740,323 | +290,976 | +64.8% | 5.25% | $18.7M | $23.73 |
| 2023 Q3 | ADDED | 449,347 | +130,194 | +40.8% | 3.56% | $10.6M | $22.16 |
As of 2025 Q4 — sorted by position size