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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
2026
Q3 		$454 Buy
+13
New +$437 ﹤0.01% 2160
2025
Q2 		– Sell
-13
Closed -$364 – 2647
2025
Q1 		$364 Buy
+13
New +$404 ﹤0.01% 1685

Other funds holding DSGR

AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design opened a new position in Distribution Solutions Group (DSGR) in Q3 2026: 13 shares worth $454. The stake represents ﹤0.01% of the portfolio and ranks #2160 among its holdings. This is a return to the name: True Wealth Design previously reported a position in DSGR as recently as Q1 2025.

True Wealth Design first reported a position in DSGR in Q1 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold DSGR as of Q3 2026.

  • True Wealth Design held 13 shares of Distribution Solutions Group worth $454 as of Q3 2026.
  • Distribution Solutions Group was a new True Wealth Design position in Q3 2026.
  • Distribution Solutions Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2160 holding.
  • True Wealth Design first reported a position in Distribution Solutions Group in Q1 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q3 2026.

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