Back to TRNS

True Wealth Design, LLC → TRNS

True Wealth Design, LLC TRNS Position History

Transcat, Inc. • Industrials

Quarters held
8
Latest value
$223
Q3 2026
Peak value
$928
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$185
Q4 2025$235
Q1 2026$147
Q1 2026$140
Q2 2026$928
Q2 2026$184
Q3 2026$443
Q3 2026$223

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2235——
Q3 2026$4435——
Q2 2026$1844——
Q2 2026$92810——
Q1 2026$1404——
Q1 2026$1472——
Q4 2025$2354——
Q3 2025$1854——

Other funds holding TRNS

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