True Wealth Design, LLC Dimensional ETF Tr U S Equity Transaction History

True Wealth Design, LLC

$341 Billion
Q4 2025

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, True Wealth Design, LLC holds 36,817 shares of DFUS stock, worth $2.68 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

36,817

Previous 38,033 3.2%

Holding current value

$2.68 Million

Previous $2.76 Billion 0.89%

% of portfolio

0.8%

Previous 0.84%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$71.0 - $74.64 $86,336 - $90,762	-1,216 Reduced 3.2%	36,817 $2.73 Billion
Q3 2025 Oct 21, 2025	SELL	$67.01 - $72.84 $186,086 - $202,276	-2,777 Reduced 6.8%	38,033 $2.76 Billion
Q2 2025 Aug 06, 2025	SELL	$53.65 - $67.02 $29,024 - $36,257	-541 Reduced 1.31%	40,810 $2.74 Billion
Q1 2025 May 13, 2025	SELL	$59.61 - $66.71 $72,008 - $80,585	-1,208 Reduced 2.84%	41,351 $2.5 Billion
Q4 2024 Feb 14, 2025	SELL	$61.52 - $66.5 $143,095 - $154,679	-2,326 Reduced 5.18%	42,559 $2.71 Billion

Q3 2024 Nov 14, 2024	SELL	$56.04 - $62.2 $2,353 - $2,612	-42 Reduced 0.09%	44,885 $2.79 Billion
Q2 2024 Aug 14, 2024	SELL	$53.83 - $59.14 $226,624 - $248,979	-4,210 Reduced 8.57%	44,927 $2.64 Billion
Q1 2024 May 14, 2024	SELL	$50.79 - $56.98 $23,566 - $26,438	-464 Reduced 0.94%	49,137 $2.8 Billion
Q4 2023 Feb 14, 2024	SELL	$44.51 - $52.0 $365,338 - $426,816	-8,208 Reduced 14.2%	49,601 $2.57 Billion
Q3 2023 Nov 13, 2023	SELL	$46.29 - $49.87 $352,313 - $379,560	-7,611 Reduced 11.63%	57,809 $2.69 Billion
Q1 2023 May 12, 2023	BUY	$41.24 - $45.43 $2.7 Million - $2.97 Million	65,420 New	65,420 $2.91 Billion

Others Institutions Holding DFUS

# of Institutions

838

Shares Held

204M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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True Wealth Design, LLC Dimensional ETF Tr U S Equity Transaction History