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Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF

OneDigital Investment Advisors LLC holds 157,662 shares of DFGP (DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF), worth $8.6M as of 2026-Q2. The position was increased (+20.1% shares). DFGP represents 0.1% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$8.6M

Current Shares

157,662

Total Value Change

+$4.7M

Total Shares Change

+86,298

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
157,662
+20.1%
$8.6M0.1%$53.88
33
2026-Q1
Increased
131,264
+11.2%
$7.1M0.1%$52.81
30
2025-Q4
Increased
118,008
+86.1%
$6.4M0.1%$52.89
42
2025-Q3
Increased
63,401
+1.6%
$3.5M0.0%$52.63
27
2025-Q2
Decreased
62,393
-4.7%
$3.4M0.0%$51.60
0
2025-Q1
Decreased
65,439
-0.4%
$3.5M0.0%$50.56
0
2024-Q4
Decreased
65,715
-7.9%
$3.5M0.0%$49.95
0
2024-Q3
Increased
71,364
+2.4%
$3.9M0.0%$50.64
27

Other major holders of DFGP: Beacon Pointe Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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