True Wealth Design’s Pro-Dex PDEX Stock Holding History

True Wealth Design’s Portfolio PDEX Stock Details PDEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$69	Hold	1	–	–	﹤0.01%	2483
2026 Q2	$59	Hold	1	–	–	﹤0.01%	2588
2026 Q1	$50	Hold	1	–	–	﹤0.01%	2566
2025 Q4	$39	Sell	1 -4	-80%	-$138	﹤0.01%	2432
2025 Q3	$170	Buy	+5	New	+$215	﹤0.01%	2344

Other funds holding PDEX

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design held its Pro-Dex (PDEX) position steady in Q3 2026 at 1 share worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

True Wealth Design first reported a position in PDEX in Q3 2025 and has held it in 5 quarters since. The position peaked at $170 in Q3 2025. 7 funds tracked by Wall St. Rank hold PDEX as of Q3 2026.

True Wealth Design held 1 share of Pro-Dex worth $69 as of Q3 2026.
True Wealth Design left its Pro-Dex share count unchanged in Q3 2026.
Pro-Dex made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2483 holding.
True Wealth Design first reported a position in Pro-Dex in Q3 2025 and has held it in 5 quarters since.
True Wealth Design's Pro-Dex position peaked at $170 in Q3 2025.
7 funds tracked by Wall St. Rank held Pro-Dex as of Q3 2026.

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