TWD
DAVE icon

True Wealth Design’s Dave Inc DAVE Stock Holding History

True Wealth Design’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.8K Sell
80
-1
-1% -$260 0.01% 677
2026
Q1 		$14.1K Hold
81
– – ﹤0.01% 848
2025
Q4 		$17.9K Sell
81
-6
-7% -$1.29K 0.01% 649
2025
Q3 		$17.3K Sell
87
-2
-2% -$432 0.01% 661
2025
Q2 		$23.9K Hold
89
– – 0.01% 341
2025
Q1 		$7.36K Hold
89
– – ﹤0.01% 562
2024
Q4 		$7.74K Buy
89
+3
+3% +$201 ﹤0.01% 461
2024
Q3 		$3.44K Buy
+86
New +$3.11K ﹤0.01% 660

Other funds holding DAVE

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

True Wealth Design's DAVE Position: Q2 2026 in Review

True Wealth Design reduced its Dave Inc (DAVE) stake by 1.2% in Q2 2026, selling an estimated $260 and leaving 80 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #677.

True Wealth Design first reported a position in DAVE in Q3 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold DAVE as of Q2 2026.

  • True Wealth Design held 80 shares of Dave Inc worth $29.8K as of Q2 2026.
  • True Wealth Design sold 1 Dave Inc share in Q2 2026, an estimated $260.
  • Dave Inc made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #677 holding.
  • True Wealth Design first reported a position in Dave Inc in Q3 2024 and has held it in 8 quarters since.
  • 24 funds tracked by Wall St. Rank held Dave Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.