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True Wealth Design’s DLH Holdings DLHC Stock Holding History

True Wealth Design’s Portfolio DLHC Stock Details DLHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7
Closed -$40 – 2636
2025
Q3 		$40 Sell
7
-26
-79% -$147 ﹤0.01% 2598
2025
Q2 		$193 Sell
33
-2
-6% -$9 ﹤0.01% 2079
2025
Q1 		$142 Sell
35
-28
-44% -$172 ﹤0.01% 2081
2024
Q4 		$506 Buy
+63
New +$527 ﹤0.01% 1088

Other funds holding DLHC

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

True Wealth Design's DLHC Position: Q4 2025 in Review

True Wealth Design sold out of DLH Holdings (DLHC) in Q4 2025, closing a stake of 7 shares — an estimated $40 sold.

True Wealth Design first reported a position in DLHC in Q4 2024 and held it in 4 quarters. The position peaked at $506 in Q4 2024. 45 funds tracked by Wall St. Rank hold DLHC as of Q4 2025.

  • True Wealth Design reported no remaining DLH Holdings position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 7 DLH Holdings shares in Q4 2025, an estimated $40.
  • True Wealth Design first reported a position in DLH Holdings in Q4 2024 and held it in 4 quarters.
  • True Wealth Design's DLH Holdings position peaked at $506 in Q4 2024.
  • 45 funds tracked by Wall St. Rank held DLH Holdings as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.