True Wealth Design, LLC Portfolio Holdings
True Wealth Design, LLC
- $256 Billion
- Q3 2024
True Wealth Design, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $256 Billion distributed in 1274 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $56.8B, Dimensional ETF Tr U S Core Eq with a value of $51.5B, Dimensional ETF Tr Dimensional with a value of $33.3B, Dimensional ETF Tr Dimensional with a value of $26.3B, and Dimensional ETF Tr Emerging Mk with a value of $22.4B.
Examining the 13F form we can see an decrease of $149B in the current position value, from $405B to 256B.
True Wealth Design, LLC is based out at Akron, OH
Below you can find more details about True Wealth Design, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,274
- Current Value $256 Billion
- Prior Value $405 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 550 stocks
- Additional Purchases 295 stocks
- Sold out of 0 stocks
- Reduced holdings in 240 stocks