Back to LMNR

True Wealth Design, LLC → LMNR

True Wealth Design, LLC LMNR Position History

Limoneira Company

Quarters held
5
Latest value
$381
Q3 2026
Peak value
$381
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$149
Q4 2025$13
Q1 2026$108
Q2 2026$276
Q3 2026$381

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$38132——
Q2 2026$27621——
Q1 2026$1088——
Q4 2025$131——
Q3 2025$14910——

Other funds holding LMNR

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