Back to AROW

True Wealth Design, LLC → AROW

True Wealth Design, LLC AROW Position History

Arrow Financial Corporation • Financial Services

Quarters held
5
Latest value
$111
Q3 2026
Peak value
$370
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$227
Q4 2025$314
Q1 2026$370
Q2 2026$123
Q3 2026$111

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1113——
Q2 2026$1233——
Q1 2026$37011——
Q4 2025$31410——
Q3 2025$2278——

Other funds holding AROW

Other True Wealth Design, LLC positions

COST

DIMENSIONAL ETF TRUST

$29.6M
COST

DIMENSIONAL ETF TRUST

$29.4M
COST

DIMENSIONAL ETF TRUST

$25.1M
COST

DIMENSIONAL ETF TRUST

$23.8M
COST

DIMENSIONAL ETF TRUST

$23.6M
NEE-PS

DIMENSIONAL ETF TRUST

$17M
NEE-PS

DIMENSIONAL ETF TRUST

$16.9M
NEE-PS

DIMENSIONAL ETF TRUST

$14.8M