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True Wealth Design’s Drilling Tools International DTI Stock Holding History

True Wealth Design’s Portfolio DTI Stock Details DTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3
Closed -$9 – 2763
2025
Q2 		$9 Sell
3
-46
-94% -$114 ﹤0.01% 2546
2025
Q1 		$117 Sell
49
-15
-23% -$46 ﹤0.01% 2145
2024
Q4 		$210 Buy
+64
New +$220 ﹤0.01% 1215

Other funds holding DTI

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SW
Solidarity Wealth Lehi, Utah $521M AUM 16.4% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

True Wealth Design's DTI Position: Q3 2025 in Review

True Wealth Design sold out of Drilling Tools International (DTI) in Q3 2025, closing a stake of 3 shares — an estimated $9 sold.

True Wealth Design first reported a position in DTI in Q4 2024 and held it in 3 quarters. The position peaked at $210 in Q4 2024. 39 funds tracked by Wall St. Rank hold DTI as of Q3 2025.

  • True Wealth Design reported no remaining Drilling Tools International position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 3 Drilling Tools International shares in Q3 2025, an estimated $9.
  • True Wealth Design first reported a position in Drilling Tools International in Q4 2024 and held it in 3 quarters.
  • True Wealth Design's Drilling Tools International position peaked at $210 in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Drilling Tools International as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.