TWD
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True Wealth Design’s Dyne Therapeutics DYN Stock Holding History

True Wealth Design’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$289 Hold
13
– – ﹤0.01% 2365
2026
Q1 		$236 Hold
13
– – ﹤0.01% 2293
2025
Q4 		$255 Hold
13
– – ﹤0.01% 2164
2025
Q3 		$165 Buy
+13
New +$148 ﹤0.01% 2349
2024
Q4 		– Sell
-98
Closed -$3.52K – 1408
2024
Q3 		$3.52K Buy
+98
New +$3.9K ﹤0.01% 655

Other funds holding DYN

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's DYN Position: Q2 2026 in Review

True Wealth Design held its Dyne Therapeutics (DYN) position steady in Q2 2026 at 13 shares worth $289. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

True Wealth Design first reported a position in DYN in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.52K in Q3 2024. 12 funds tracked by Wall St. Rank hold DYN as of Q2 2026.

  • True Wealth Design held 13 shares of Dyne Therapeutics worth $289 as of Q2 2026.
  • True Wealth Design left its Dyne Therapeutics share count unchanged in Q2 2026.
  • Dyne Therapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2365 holding.
  • True Wealth Design first reported a position in Dyne Therapeutics in Q3 2024 and has held it in 5 quarters since.
  • True Wealth Design's Dyne Therapeutics position peaked at $3.52K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.