True Wealth Design LLC lessened its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 14.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 49,601 shares of the company’s stock after selling 8,208 shares during the period. Dimensional U.S. Equity ETF accounts for about 0.7% of True Wealth Design LLC’s investment portfolio, […]
True Wealth Design LLC grew its stake in shares of Vanguard Long-Term Treasury Index ETF (NASDAQ:VGLT – Free Report) by 16.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 89,283 shares of the company’s stock after purchasing an additional 12,888 shares during […]
True Wealth Design LLC raised its position in Lockheed Martin Co. (NYSE:LMT – Free Report) by 350.0% during the 4th quarter, HoldingsChannel reports. The fund owned 2,250 shares of the aerospace company’s stock after buying an additional 1,750 shares during the quarter. Lockheed Martin comprises about 0.3% of True Wealth Design LLC’s portfolio, making the […]
True Wealth Design LLC lessened its stake in shares of Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 27.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 340,674 shares of the company’s stock after selling 128,413 shares during the period. Vanguard Intermediate-Term Treasury Index […]
True Wealth Design LLC lowered its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,570 shares of the company’s stock after selling 45 shares during the […]