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OneDigital Investment Advisors LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneDigital Investment Advisors LLC on DFAC, newest first. How the timeline and the estimate are built.

OneDigital Investment Advisors LLC held 4,246,503 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,246,503 shares
    Change vs previous 13F +213,234 shares

    1.59% of the 13F portfolio, value $188,374,857.

    13F-HR 0001690370-26-000005 filed by OneDigital Investment Advisors LLC
    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 4,033,269 shares
    Change vs previous 13F +93,371 shares

    1.53% of the 13F portfolio, value $156,732,820.

    13F-HR 0001690370-26-000004 filed by OneDigital Investment Advisors LLC
    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 3,939,898 shares
    Change vs previous 13F +335,403 shares

    1.53% of the 13F portfolio, value $155,980,575.

    13F-HR 0001690370-26-000003 filed by OneDigital Investment Advisors LLC
    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 3,604,495 shares
    Change vs previous 13F +81,491 shares

    1.43% of the 13F portfolio, value $139,025,390.

    13F-HR 0001690370-25-000007 filed by OneDigital Investment Advisors LLC
    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 3,523,004 shares
    Change vs previous 13F -87,729 shares

    1.4% of the 13F portfolio, value $126,264,474.

    13F-HR 0001690370-25-000005 filed by OneDigital Investment Advisors LLC
    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 3,610,733 shares
    Change vs previous 13F +348,113 shares

    1.41% of the 13F portfolio, value $119,118,094.

    13F-HR 0001690370-25-000004 filed by OneDigital Investment Advisors LLC
    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 3,262,620 shares
    Change vs previous 13F +126,582 shares

    1.31% of the 13F portfolio, value $112,854,033.

    13F-HR 0001690370-25-000001 filed by OneDigital Investment Advisors LLC
    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 3,136,038 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $107,534,736.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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