13F filer
True Wealth Design
13F Value
$425.7M
Positions
2,585
Top Position
DFAC15.4%
Top 5
53.4%
Latest filing changes
vs Jun 30, 2026
1
DFA INVT DIMENSIONS GROUP IN — U.S. HIGH RELATI Dfa Invt Dimensions Group in — U.S. High Relati
$33.5M
Holdings2,585
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | 15.4% | $65.3M | -1.9% | 1.47M | 15.8% | ETF | |
| 2 | BOXX | 13.1% | $55.8M | -3.1% | 471.2K | 13.5% | ETF | |
| 3 | DFIC | 10.2% | $43.3M | +1.4% | 1.15M | 10.1% | ETF | |
| 4 | DFA INVT DIMENSIONS GROUP IN — U.S. HIGH RELATI | 7.9% | $33.5M | NEW | 790.2K | — | Equity | |
| 5 | DFEV | 6.9% | $29.4M | -0.0% | 694.1K | 7.0% | ETF | |
| 6 | TUA | 6.0% | $25.7M | NEW | 1.35M | — | ETF | |
| 7 | DIHP | 4.0% | $16.9M | +0.5% | 501.0K | 4.0% | ETF | |
| 8 | AVUV | 3.0% | $12.8M | +2.5% | 109.0K | 3.2% | ETF | |
| 9 | MTBA | 2.0% | $8.7M | -15.5% | 186.1K | 2.6% | ETF | |
| 10 | PMBS | 1.6% | $7.0M | +53.8% | 151.4K | 1.2% | ETF | |
| 11 | AVDE | 1.2% | $5.2M | -4.3% | 57.2K | 1.3% | ETF | |
| 12 | AVUS | 1.2% | $4.9M | -5.6% | 38.4K | 1.2% | ETF | |
| 13 | PYLD | 0.8% | $3.3M | +52.1% | 131.9K | 0.5% | ETF | |
| 14 | AAPL | 0.7% | $3.2M | +3.8% | 9.5K | 0.6% | Common Stock | |
| 15 | VTI | 0.7% | $3.2M | +16.5% | 8.5K | 0.6% | ETF | |
| 16 | DFUS | 0.7% | $2.9M | -0.6% | 35.2K | 0.7% | ETF | |
| 17 | DFAT | 0.6% | $2.5M | -5.4% | 37.9K | 0.7% | ETF | |
| 18 | DFA INVT DIMENSIONS GROUP IN — U.S. SML CP VAL | 0.5% | $2.1M | NEW | 56.2K | — | Equity | |
| 19 | NVDA | 0.5% | $2.1M | +14.3% | 9.0K | 0.4% | Common Stock | |
| 20 | AVUQ | 0.4% | $1.7M | -7.7% | 24.9K | 0.4% | ETF |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing250
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.