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True Wealth Design’s Distribution Solutions Group DSGR Stock Holding History

True Wealth Design’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13
Closed -$364 – 2647
2025
Q1 		$364 Buy
+13
New +$404 ﹤0.01% 1685

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

True Wealth Design's DSGR Position: Q2 2025 in Review

True Wealth Design sold out of Distribution Solutions Group (DSGR) in Q2 2025, closing a stake of 13 shares — an estimated $364 sold.

True Wealth Design first reported a position in DSGR in Q1 2025 and held it in 1 quarter. The position peaked at $364 in Q1 2025. 89 funds tracked by Wall St. Rank hold DSGR as of Q2 2025.

  • True Wealth Design reported no remaining Distribution Solutions Group position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 13 Distribution Solutions Group shares in Q2 2025, an estimated $364.
  • True Wealth Design first reported a position in Distribution Solutions Group in Q1 2025 and held it in 1 quarter.
  • True Wealth Design's Distribution Solutions Group position peaked at $364 in Q1 2025.
  • 89 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.