Ownership history in True Wealth Design, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in DIMENSIONAL ETF TRUST (DFUS). 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 | 36,817 | -1,216 | -3.2% | 0.80% | $2.7M | $74.17 |
| 2025 Q3 | REDUCED | 38,033 | -2,777 | -6.8% | 0.84% | $2.8M | $72.29 |
| 2025 Q2 | REDUCED | 40,810 | -541 | -1.3% | 0.96% | $2.7M | $66.71 |
| 2025 Q1 | REDUCED | 41,351 | -1,208 | -2.8% | 0.95% | $2.5M | $60.04 |
| 2024 Q4 | REDUCED | 42,559 | -2,326 | -5.2% | 1.05% | $2.7M | $63.14 |
| 2024 Q3 | REDUCED | 44,885 | -42 | -0.1% | 1.09% | $2.8M | $61.40 |
| 2024 Q2 | REDUCED | 44,927 | -4,210 | -8.6% | 0.65% | $2.6M | $57.94 |
| 2024 Q1 | REDUCED | 49,137 | -464 | -0.9% | 0.70% | $2.8M | $55.95 |
| 2023 Q4 | REDUCED | 49,601 | -8,208 | -14.2% | 0.72% | $2.6M | $50.78 |
| 2023 Q3 | REDUCED | 57,809 | -7,611 | -11.6% | 0.90% | $2.7M | $45.40 |
As of 2025 Q4 — sorted by position size