True Wealth Design, LLC's ownership history for DFIV

True Wealth Design, LLC currently holds 3.1K shares with a market value of $154.5K. It started holding DFIV on 2024-12-31. At its peak, it held 3.2K shares on 2024-12-31. Its highest holding value was $154.5K on 2025-12-31. At its lowest, it held 3.1K shares on 2025-09-30, with a value of $114.8K on 2024-12-31. In the recent 180 days, True Wealth Design, LLC has decreased its shares by 140. In the recent year, True Wealth Design, LLC has decreased its shares by 140.