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One Degree Advisors Inc: DFIC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Degree Advisors Inc on DFIC, newest first. How the timeline and the estimate are built.

One Degree Advisors Inc held 1,184,642 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,184,642 shares
    Change vs previous 13F +62,584 shares

    9.83% of the 13F portfolio, value $44,056,000.

    13F-HR 0002005743-26-000004 filed by One Degree Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,122,058 shares
    Change vs previous 13F +84,305 shares

    10.46% of the 13F portfolio, value $39,866,000.

    13F-HR 0002005743-26-000003 filed by One Degree Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,037,753 shares
    Change vs previous 13F +318,875 shares

    9.83% of the 13F portfolio, value $35,760,000.

    13F-HR 0002005743-26-000002 filed by One Degree Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 718,878 shares
    Change vs previous 13F +12,649 shares

    7.23% of the 13F portfolio, value $23,572,000.

    13F-HR 0002005743-25-000004 filed by One Degree Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 706,229 shares
    Change vs previous 13F +184,766 shares

    7.82% of the 13F portfolio, value $21,956,000.

    13F-HR 0001907157-25-000021 filed by One Degree Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 521,463 shares
    Change vs previous 13F +32,746 shares

    5.96% of the 13F portfolio, value $14,481,000.

    13F-HR 0002005743-25-000002 filed by One Degree Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 488,717 shares
    Change vs previous 13F +39,099 shares

    5.43% of the 13F portfolio, value $13,341,000.

    13F-HR 0002005743-25-000001 filed by One Degree Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 449,618 shares
    Change vs previous 13F not available

    5.35% of the 13F portfolio, value $12,688,000.

    13F-HR 0001792704-24-000018 filed by One Degree Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).