True Wealth Design, LLC: 13F holdings
CIK 19660332026Q2
| Positions | 2,655 |
|---|
| Reported value | $420.5m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 2,655 (-44 vs prior quarter) |
|---|
| Reported value | $420.5m (+16.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 1,498,581 | $66.5m | 15.8% |
| BOXX EA SERIES TRUST | 486,131 | $56.9m | 13.5% |
| DFIC DIMENSIONAL ETF TRUST | 1,136,103 | $42.3m | 10.1% |
| DIMENSIONAL ETF TRUST | 784,807 | $32.7m | 7.8% |
| DFEV DIMENSIONAL ETF TRUST | 694,242 | $29.6m | 7.0% |
| SIMPLIFY EXCHANGE TRADED FUN | 1,490,531 | $19.0m | 4.5% |
| DIHP DIMENSIONAL ETF TRUST | 498,488 | $17.0m | 4.0% |
| AVUV AMERICAN CENTY ETF TR | 106,378 | $13.3m | 3.2% |
| MTBA SIMPLIFY EXCHANGE TRADED FUN | 220,181 | $10.8m | 2.6% |
| SIMPLIFY EXCHANGE TRADED FUN | 168,484 | $6.6m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1966033")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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