True Wealth Design’s Dolby DLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2	Closed	-$129	–	2742
2025 Q4	$129	Sell	2 -294	-99%	-$19.7K	﹤0.01%	2294
2025 Q3	$21.4K	Sell	296 -25	-8%	-$1.84K	0.01%	580
2025 Q2	$23.8K	Sell	321 -16	-5%	-$1.2K	0.01%	344
2025 Q1	$27.1K	Buy	337 +31	+10%	+$2.53K	0.01%	292
2024 Q4	$23.9K	Hold	306	–	–	0.01%	299
2024 Q3	$23.4K	Buy	+306	New	+$22.8K	0.01%	304
2024 Q2	–	Sell	-3	Closed	-$252	–	793
2024 Q1	$252	Buy	3 +1	+50%	+$83	﹤0.01%	728
2023 Q4	$173	Hold	2	–	–	﹤0.01%	696
2023 Q3	$159	Hold	2	–	–	﹤0.01%	674
2023 Q2	$168	Hold	2	–	–	﹤0.01%	674
2023 Q1	$171	Hold	2	–	–	﹤0.01%	752
2022 Q4	$141	Buy	+2	New	+$138	﹤0.01%	712

Other funds holding DLB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return