True Wealth Design
DIN icon

True Wealth Design’s Dine Brands DIN Stock Holding History

True Wealth Design’s Portfolio DIN Stock Details DIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.32K Hold
227
– – ﹤0.01% 1250
2026
Q2 		$8.15K Sell
227
-2
-0.9% -$60 ﹤0.01% 1141
2026
Q1 		$6.01K Hold
229
– – ﹤0.01% 1135
2025
Q4 		$7.36K Buy
229
+2
+0.9% +$58 ﹤0.01% 953
2025
Q3 		$5.61K Hold
227
– – ﹤0.01% 1037
2025
Q2 		$5.52K Buy
227
+212
+1,413% +$4.9K ﹤0.01% 768
2025
Q1 		$350 Buy
15
+8
+114% +$216 ﹤0.01% 1711
2024
Q4 		$211 Hold
7
– – ﹤0.01% 1213
2024
Q3 		$219 Buy
+7
New +$226 ﹤0.01% 1192

Other funds holding DIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Owl Creek Wealth Partners
Owl Creek Wealth Partners Denver, Colorado $355M AUM
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Clayton Financial Group
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

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

True Wealth Design held its Dine Brands (DIN) position steady in Q3 2026 at 227 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

True Wealth Design first reported a position in DIN in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.15K in Q2 2026. 15 funds tracked by Wall St. Rank hold DIN as of Q3 2026.

  • True Wealth Design held 227 shares of Dine Brands worth $6.32K as of Q3 2026.
  • True Wealth Design left its Dine Brands share count unchanged in Q3 2026.
  • Dine Brands made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1250 holding.
  • True Wealth Design first reported a position in Dine Brands in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Dine Brands position peaked at $8.15K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Dine Brands as of Q3 2026.

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