Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

One Degree Advisors Inc 13F Holdings -- Portfolio & Top Positions (2026-03-31)

One Degree Advisors Inc (CIK 2005743) reported $381.2M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($73.6M, 19.32%), DFIC ($39.9M, 10.46%), VTI ($36.5M, 9.57%), VEA ($24.0M, 6.30%), SCHR ($17.4M, 4.57%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$73.6M19.32%1.9MAdded
2DFICDIMENSIONAL ETF TRUST$39.9M10.46%1.1MAdded
3VTIVANGUARD INDEX FDS$36.5M9.57%113,678Added
4VEAVANGUARD TAX-MANAGED FDS$24.0M6.30%375,039Trimmed
5SCHRSCHWAB STRATEGIC TR$17.4M4.57%699,480Added
6DFSDDIMENSIONAL ETF TRUST$16.1M4.23%336,546Added
7DFCFDIMENSIONAL ETF TRUST$13.4M3.53%318,459Added
8VBRVANGUARD INDEX FDS$10.9M2.87%50,372Added
9SPLGSPDR SERIES TRUST$10.8M2.84%141,226Added
10DFEMDIMENSIONAL ETF TRUST$10.1M2.64%290,920Added
11QVALEA SERIES TRUST$9.4M2.45%179,417Added
12QMOMEA SERIES TRUST$8.8M2.30%128,591Added
13VTEBVANGUARD MUN BD FDS$8.2M2.16%165,093Added
14BOXAEA SERIES TRUST$7.2M1.89%137,571Trimmed
15VIGVANGUARD SPECIALIZED FUNDS$6.5M1.70%30,117Trimmed
16COMBGRANITESHARES ETF TR$6.1M1.60%232,173Added
17DFCADIMENSIONAL ETF TRUST$5.9M1.54%117,871Added
18IEFAISHARES TR$5.7M1.50%63,101Added
19VWOVANGUARD INTL EQUITY INDEX F$5.7M1.48%104,573Added
20DFGPDIMENSIONAL ETF TRUST$5.3M1.39%98,113Added
21IEFISHARES TR$5.2M1.37%54,681Added
22VNQVANGUARD INDEX FDS$5.1M1.34%57,672Added
23IVALEA SERIES TRUST$4.0M1.05%118,150Added
24IMOMEA SERIES TRUST$3.9M1.02%98,024Trimmed
25AAPLAPPLE INC$3.6M0.95%14,299Trimmed

Source: SEC Form 13F filings · as of 2026-03-31