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One Degree Advisors Inc: DFSD position timeline

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

One Degree Advisors Inc held 346,273 DFSD 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 346,273 shares
    Change vs previous 13F +9,727 shares

    3.69% of the 13F portfolio, value $16,524,000.

    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 336,546 shares
    Change vs previous 13F +15,606 shares

    4.23% of the 13F portfolio, value $16,113,000.

    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 320,940 shares
    Change vs previous 13F +10,440 shares

    4.23% of the 13F portfolio, value $15,389,000.

    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 310,500 shares
    Change vs previous 13F +39,088 shares

    4.59% of the 13F portfolio, value $14,963,000.

    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 271,412 shares
    Change vs previous 13F +15,491 shares

    4.64% of the 13F portfolio, value $13,030,000.

    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 255,921 shares
    Change vs previous 13F +3,741 shares

    5.01% of the 13F portfolio, value $12,161,000.

    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 252,180 shares
    Change vs previous 13F +7,868 shares

    4.84% of the 13F portfolio, value $11,897,000.

    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 244,312 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $11,673,000.

    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).