True Wealth Design’s Definitive Healthcare DH Stock Holding History

True Wealth Design’s Portfolio DH Stock Details DH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$116	Sell	128 -118	-48%	-$97	﹤0.01%	2423
2026 Q2	$205	Sell	246 -93	-27%	-$85	﹤0.01%	2442
2026 Q1	$417	Sell	339 -98	-22%	-$170	﹤0.01%	2111
2025 Q4	$1.25K	Sell	437 -331	-43%	-$918	﹤0.01%	1626
2025 Q3	$3.12K	Hold	768	–	–	﹤0.01%	1294
2025 Q2	$3K	Buy	768 +750	+4,167%	+$2.36K	﹤0.01%	1009
2025 Q1	$53	Sell	18 -52	-74%	-$211	﹤0.01%	2370
2024 Q4	$288	Sell	70 -103	-60%	-$450	﹤0.01%	1170
2024 Q3	$774	Buy	+173	New	+$812	﹤0.01%	1024
2023 Q1	–	Sell	-1,000	Closed	-$11K	–	866
2022 Q4	$11K	Buy	+1,000	New	+$12.9K	0.01%	213

Other funds holding DH

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design reduced its Definitive Healthcare (DH) stake by 48% in Q3 2026, selling an estimated $97 and leaving 128 shares worth $116. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

True Wealth Design first reported a position in DH in Q4 2022 and has held it in 10 quarters since. The position peaked at $11K in Q4 2022. 9 funds tracked by Wall St. Rank hold DH as of Q3 2026.

True Wealth Design held 128 shares of Definitive Healthcare worth $116 as of Q3 2026.
True Wealth Design sold 118 Definitive Healthcare shares in Q3 2026, an estimated $97.
Definitive Healthcare made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2423 holding.
True Wealth Design first reported a position in Definitive Healthcare in Q4 2022 and has held it in 10 quarters since.
True Wealth Design's Definitive Healthcare position peaked at $11K in Q4 2022.
9 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2026.

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