True Wealth Design
DAN icon

True Wealth Design’s Dana Inc DAN Stock Holding History

True Wealth Design’s Portfolio DAN Stock Details DAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.01K Hold
330
– – ﹤0.01% 1124
2026
Q2 		$8.98K Hold
330
– – ﹤0.01% 1100
2026
Q1 		$11.1K Hold
330
– – ﹤0.01% 942
2025
Q4 		$7.84K Sell
330
-2
-0.6% -$42 ﹤0.01% 936
2025
Q3 		$6.65K Hold
332
– – ﹤0.01% 982
2025
Q2 		$5.69K Buy
332
+330
+16,500% +$4.93K ﹤0.01% 755
2025
Q1 		$27 Buy
+2
New +$29 ﹤0.01% 2527

Other funds holding DAN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's DAN Position: Q3 2026 in Review

True Wealth Design held its Dana Inc (DAN) position steady in Q3 2026 at 330 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

True Wealth Design first reported a position in DAN in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.1K in Q1 2026. 62 funds tracked by Wall St. Rank hold DAN as of Q3 2026.

  • True Wealth Design held 330 shares of Dana Inc worth $9.01K as of Q3 2026.
  • True Wealth Design left its Dana Inc share count unchanged in Q3 2026.
  • Dana Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1124 holding.
  • True Wealth Design first reported a position in Dana Inc in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Dana Inc position peaked at $11.1K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Dana Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.