Back to WF

True Wealth Design, LLC → WF

True Wealth Design, LLC WF Position History

Woori Financial Group Inc. • Financial Services

Quarters held
5
Latest value
$23K
Q3 2026
Peak value
$23K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3K
Q4 2025$5K
Q1 2026$8K
Q2 2026$13K
Q3 2026$23K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$23K301——
Q2 2026$13K232——
Q1 2026$8K125——
Q4 2025$5K89——
Q3 2025$3K57——

Other funds holding WF

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