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OneDigital Investment Advisors LLC: DFAI position timeline

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

OneDigital Investment Advisors LLC held 2,752,464 DFAI 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 2,752,464 shares
    Change vs previous 13F +10,917 shares

    0.96% of the 13F portfolio, value $113,539,124.

    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 2,741,547 shares
    Change vs previous 13F +34,369 shares

    1.04% of the 13F portfolio, value $106,810,665.

    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 2,707,178 shares
    Change vs previous 13F +43,321 shares

    1.01% of the 13F portfolio, value $103,170,548.

    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 2,663,857 shares
    Change vs previous 13F +78,854 shares

    0.99% of the 13F portfolio, value $96,831,203.

    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 2,585,003 shares
    Change vs previous 13F +61,057 shares

    0.99% of the 13F portfolio, value $89,363,563.

    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 2,523,946 shares
    Change vs previous 13F -4,550 shares

    0.93% of the 13F portfolio, value $78,822,822.

    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 2,528,496 shares
    Change vs previous 13F +101,302 shares

    0.86% of the 13F portfolio, value $73,832,087.

    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 2,427,194 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $77,136,210.

    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).