True Wealth Design Llc Q2 2026 Portfolio Activity: Strategic ETF Purchases and Sales
True Wealth Design Llc's portfolio value as of June 30, 2026, stands at $405.59 million. This period saw notable changes in holdings including significant increases in several Dimensional Fund Advisors ETFs.
By Insiderset.Jul 18, 2026, 8:49 PM
True Wealth Design Llc's portfolio value as of June 30, 2026, stands at $405.59 million. This period saw notable changes in holdings including significant increases in several Dimensional Fund Advisors ETFs.