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True Wealth Design’s DHT Holdings DHT Stock Holding History

True Wealth Design’s Portfolio DHT Stock Details DHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.41K Buy
417
+2
+0.5% +$39 ﹤0.01% 1098
2026
Q2 		$6.86K Sell
415
-47
-10% -$840 ﹤0.01% 1194
2026
Q1 		$8.44K Sell
462
-26
-5% -$414 ﹤0.01% 1035
2025
Q4 		$5.96K Buy
488
+76
+18% +$957 ﹤0.01% 1020
2025
Q3 		$4.92K Buy
412
+55
+15% +$638 ﹤0.01% 1087
2025
Q2 		$3.86K Buy
+357
New +$3.94K ﹤0.01% 906
2024
Q4 		– Sell
-27
Closed -$298 – 1405
2024
Q3 		$298 Buy
+27
New +$298 ﹤0.01% 1162

Other funds holding DHT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
WAS
Westco Advisory Services Lynbrook, New York $166M AUM 27.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWCM
Sullivan Wood Capital Management Washington, District of Columbia $65.2M AUM 11.47% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

True Wealth Design increased its DHT Holdings (DHT) stake by 0.48% in Q3 2026, buying an estimated $39 and bringing the position to 417 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

True Wealth Design first reported a position in DHT in Q3 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold DHT as of Q3 2026.

  • True Wealth Design held 417 shares of DHT Holdings worth $9.41K as of Q3 2026.
  • True Wealth Design bought 2 DHT Holdings shares in Q3 2026, an estimated $39.
  • DHT Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1098 holding.
  • True Wealth Design first reported a position in DHT Holdings in Q3 2024 and has held it in 7 quarters since.
  • 18 funds tracked by Wall St. Rank held DHT Holdings as of Q3 2026.

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