True Wealth Design »

Modiv Inc Cl C shares owned by True Wealth Design

Quarter-by-quarter ownership of Modiv Inc Cl C (MDV) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Modiv Inc Cl C

Tip: Access up to 7 years of quarterly data

All positions including Modiv Inc Cl C held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Modiv Inc Cl C by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-12-31 $29 2 14.50
2025-09-30 $88 6 14.67

More positions owned by True Wealth Design

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 Modiv Inc Cl C

BlackRock
Vanguard Group
Geode Capital Management
State Street Corporation
State of New Jersey Common Pension Fund D
Penserra Capital Management
Meixler Investment Management
Dimensional Fund Advisors
Northern Trust
Renaissance Technologies
Two Sigma Investments
Goldman Sachs Group
Charles Schwab Investment Management
Two Sigma Advisers
UBS Group

View all funds holding Modiv Inc Cl C