True Wealth Design, LLC's ownership history for DFUS

True Wealth Design, LLC currently holds 36.8K shares with a market value of $2.7M. It started holding DFUS on 2024-12-31. At its peak, it held 42.6K shares on 2024-12-31. Its highest holding value was $2.8M on 2025-09-30. At its lowest, it held 36.8K shares on 2025-12-31, with a value of $2.5M on 2025-03-31. In the recent 180 days, True Wealth Design, LLC has decreased its shares by 4.0K. In the recent year, True Wealth Design, LLC has decreased its shares by 5.7K.