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One Degree Advisors Inc: DFNM position timeline

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

One Degree Advisors Inc held 29,613 DFNM 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 29,613 shares
    Change vs previous 13F +540 shares

    0.32% of the 13F portfolio, value $1,431,000.

    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 29,073 shares
    Change vs previous 13F +1,780 shares

    0.37% of the 13F portfolio, value $1,393,000.

    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 27,293 shares
    Change vs previous 13F +2,535 shares

    0.36% of the 13F portfolio, value $1,314,000.

    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 24,758 shares
    Change vs previous 13F +1,944 shares

    0.36% of the 13F portfolio, value $1,187,000.

    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 22,814 shares
    Change vs previous 13F +419 shares

    0.39% of the 13F portfolio, value $1,082,000.

    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 22,395 shares
    Change vs previous 13F -174 shares

    0.44% of the 13F portfolio, value $1,065,000.

    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 22,569 shares
    Change vs previous 13F -6,167 shares

    0.44% of the 13F portfolio, value $1,084,000.

    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 28,736 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,394,000.

    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).