True Wealth Design, LLC's ownership history for DFSV


True Wealth Design, LLC currently holds 62.8K shares with a market value of $2.1M. It started holding DFSV on 2024-12-31. At its peak, it held 67.1K shares on 2025-03-31. Its highest holding value was $2.1M on 2025-12-31. At its lowest, it held 62.8K shares on 2025-12-31, with a value of $1.9M on 2025-06-30. In the recent 180 days, True Wealth Design, LLC has decreased its shares by 1.1K. In the recent year, True Wealth Design, LLC has decreased its shares by 3.4K.


True Wealth Design, LLC's ownership history for DFSV