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Tree shares owned by True Wealth Design

Quarter-by-quarter ownership of Tree (TREE) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Tree

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tree by True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.7k 129 44.29
2026-03-31 $2.6k 61 42.89
2025-12-31 $319 6 53.17
2025-03-31 $5.2k 103 50.27
2024-12-31 $775 20 38.75
2024-09-30 $4.3k 74 58.04

More positions owned by True Wealth Design

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Tree

BlackRock
Jennison Associates
Punch & Associates Investment Management
Ameriprise Financial
Vanguard Capital Management
Divisadero Street Capital Management
Millennium Management
Emerald Advisers
Jacobs Levy Equity Management
Geode Capital Management
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Renaissance Technologies
Mariner Wealth Advisors
State Street Corporation

View all funds holding Tree