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FactSet Research Systems shares owned by True Wealth Design

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in FactSet Research Systems

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All positions including FactSet Research Systems held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-12-31 $116k 398 290.19
2025-06-30 $448 1 448.00
2025-03-31 $455 1 455.00
2024-12-31 $8.2k 17 480.29
2024-09-30 $7.8k 17 459.88

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Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
State Street Corporation
Bamco
Loomis, Sayles and
Wells Fargo & Company
Investec Asset Management
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Mitsubishi UFJ Asset Management
Invesco
Citadel Advisors
StonePine Asset Management
Charles Schwab Investment Management
ProShare Advisors

View all funds holding FactSet Research Systems