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OneDigital Investment Advisors LLC: DFAU position timeline

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

OneDigital Investment Advisors LLC held 4,562,729 DFAU 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 4,562,729 shares
    Change vs previous 13F +139,150 shares

    1.99% of the 13F portfolio, value $235,847,450.

    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 4,423,579 shares
    Change vs previous 13F +83,664 shares

    1.95% of the 13F portfolio, value $199,591,863.

    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 4,339,915 shares
    Change vs previous 13F +345,458 shares

    1.99% of the 13F portfolio, value $203,108,017.

    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 3,994,457 shares
    Change vs previous 13F +227,398 shares

    1.88% of the 13F portfolio, value $182,786,372.

    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 3,767,059 shares
    Change vs previous 13F +237,156 shares

    1.77% of the 13F portfolio, value $159,572,618.

    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 3,529,903 shares
    Change vs previous 13F +391,676 shares

    1.61% of the 13F portfolio, value $135,689,475.

    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 3,138,227 shares
    Change vs previous 13F +606,435 shares

    1.47% of the 13F portfolio, value $127,066,794.

    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 2,531,792 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $100,486,809.

    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).