Orcam Financial Group’s Defined Duration 5 ETF DDV Stock Holding History

Orcam Financial Group’s Portfolio DDV Stock Details DDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.69M	Buy	307,648 +145,400	+90%	+$3.67M	5.46%	5
2025 Q4	$4.06M	Buy	+162,248	New	+$4.06M	3.05%	7

Other funds holding DDV

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Orcam Financial Group's DDV Position: Q1 2026 in Review

Orcam Financial Group increased its Defined Duration 5 ETF (DDV) stake by 90% in Q1 2026, buying an estimated $3.67M and bringing the position to 307,648 shares worth $7.69M. The position accounts for 5.46% of the portfolio, ranked #5.

Orcam Financial Group first reported a position in DDV in Q4 2025 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold DDV as of Q1 2026.

Orcam Financial Group held 307,648 shares of Defined Duration 5 ETF worth $7.69M as of Q1 2026.
Orcam Financial Group bought 145,400 Defined Duration 5 ETF shares in Q1 2026, an estimated $3.67M.
Defined Duration 5 ETF made up 5.46% of Orcam Financial Group's portfolio in Q1 2026, its #5 holding.
Orcam Financial Group first reported a position in Defined Duration 5 ETF in Q4 2025 and has held it in 2 quarters since.
2 funds tracked by Wall St. Rank held Defined Duration 5 ETF as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.