TWD
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True Wealth Design’s Forestar Group FOR Stock Holding History

True Wealth Design’s Portfolio FOR Stock Details FOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.7K Sell
641
-2
-0.3% -$54 ﹤0.01% 813
2025
Q4 		$15.8K Sell
643
-28
-4% -$714 ﹤0.01% 682
2025
Q3 		$17.8K Buy
671
+6
+0.9% +$154 0.01% 653
2025
Q2 		$13.3K Buy
665
+351
+112% +$6.94K ﹤0.01% 483
2025
Q1 		$6.64K Buy
314
+306
+3,825% +$7.12K ﹤0.01% 598
2024
Q4 		$208 Sell
8
-53
-87% -$1.58K ﹤0.01% 1219
2024
Q3 		$1.98K Buy
+61
New +$1.9K ﹤0.01% 785

Other funds holding FOR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return