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 Q3	$25.7K	Hold	80	–	–	0.01%	737
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

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

True Wealth Design held its Dave Inc (DAVE) position steady in Q3 2026 at 80 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #737.

True Wealth Design first reported a position in DAVE in Q3 2024 and has held it in 9 quarters since. The position peaked at $29.8K in Q2 2026. 38 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

True Wealth Design held 80 shares of Dave Inc worth $25.7K as of Q3 2026.
True Wealth Design left its Dave Inc share count unchanged in Q3 2026.
Dave Inc made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #737 holding.
True Wealth Design first reported a position in Dave Inc in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Dave Inc position peaked at $29.8K in Q2 2026.
38 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

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