True Wealth Design, LLC — 13F holdings

True Wealth Design, LLC reported 2,586 holdings worth $426M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $65.3M (15.4%)
  2. BOXX EA SERIES TRUST — $55.8M (13.1%)
  3. DFIC DIMENSIONAL ETF TRUST — $43.3M (10.2%)
  4. DUHP DFA INVT DIMENSIONS GROUP IN — $33.5M (7.9%)
  5. DFEV DIMENSIONAL ETF TRUST — $29.4M (6.9%)
  6. TUA SIMPLIFY EXCHANGE TRADED FUN — $25.7M (6.0%)
  7. DIHP DIMENSIONAL ETF TRUST — $16.9M (4.0%)
  8. AVUV AMERICAN CENTY ETF TR — $12.8M (3.0%)
  9. MTBA SIMPLIFY EXCHANGE TRADED FUN — $8.70M (2.0%)
  10. PMBS PIMCO ETF TR — $7.01M (1.6%)