True Wealth Design
$426M 13F equity value
2,829 Holdings
Quarter ended September 30, 2026
The latest 13F on file for True Wealth Design covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 1,470,124 | $65M | 15.4% |
| BOXX | EA SERIES TRUST | 471,207 | $56M | 13.1% |
| DFIC | DIMENSIONAL ETF TRUST | 1,152,052 | $43M | 10.2% |
| DUHP | DFA INVT DIMENSIONS GROUP IN | 790,224 | $34M | 7.9% |
| DFEV | DIMENSIONAL ETF TRUST | 694,070 | $29M | 6.9% |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 1,352,087 | $26M | 6.0% |
| DIHP | DIMENSIONAL ETF TRUST | 501,027 | $17M | 4.0% |
| AVUV | AMERICAN CENTY ETF TR | 109,008 | $13M | 3.0% |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 186,107 | $9M | 2.0% |
| PMBS | PIMCO ETF TR | 151,412 | $7M | 1.6% |
Track True Wealth Design's 13F portfolio: $426M in reported holdings, 2,829 positions. Top holdings and quarterly changes on SentiSense.
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