Back to OneDigital Investment Advisors LLC OneDigital Investment Advisors LLC

DFSEDFSE
11 quarters

Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in DIMENSIONAL ETF TRUST

OneDigital Investment Advisors LLC holds 68,228 shares of DFSE (DIMENSIONAL ETF TRUST), worth $3.3M as of 2026-Q2. The position was increased (+5.5% shares). DFSE represents 0.0% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$3.3M

Current Shares

68,228

Total Value Change

+$2.9M

Total Shares Change

+53,626

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
68,228
+5.5%
$3.3M0.0%$48.54
28
2026-Q1
Increased
64,673
+1.9%
$2.7M0.0%$41.85
27
2025-Q4
Decreased
63,481
-3.3%
$2.6M0.0%$40.92
0
2025-Q3
Increased
65,662
+1.5%
$2.7M0.0%$40.26
27
2025-Q2
Decreased
64,715
-4.9%
$2.5M0.0%$37.01
0
2025-Q1
Decreased
68,072
-0.0%
$2.3M0.0%$32.51
0
2024-Q4
Increased
68,080
+8.4%
$2.3M0.0%$31.92
28
2024-Q3
Increased
62,826
+18.0%
$2.2M0.0%$33.94
30
2024-Q2
Increased
53,242
+55.4%
$1.8M0.0%$31.80
36
2024-Q1
Increased
34,257
+134.6%
$1.1M0.0%$30.42
41
2023-Q4
New
14,602
-
$461,7760.0%$29.86
33

Other major holders of DFSE: DIMENSIONAL FUND ADVISORS LP, Pathstone Holdings, LLC, Focus Partners Wealth

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used