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True Wealth Design, LLC → TEX

True Wealth Design, LLC TEX Position History

Terex Corporation • Industrials

Quarters held
5
Latest value
$10K
Q3 2026
Peak value
$14K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$616
Q4 2025$534
Q1 2026$12K
Q2 2026$14K
Q3 2026$10K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10K199——
Q2 2026$14K199——
Q1 2026$12K199——
Q4 2025$53410——
Q3 2025$61612——

Other funds holding TEX

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
True Wealth Design, LLC TEX Holdings: 13F Position History | Track13F