OFG
DDV

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
Q2 		$12.6M Buy
498,297
+190,649
+62% +$4.82M 6.17% 3
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

GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Orcam Financial Group's DDV Position: Q2 2026 in Review

Orcam Financial Group increased its Defined Duration 5 ETF (DDV) stake by 62% in Q2 2026, buying an estimated $4.82M and bringing the position to 498,297 shares worth $12.6M. The position accounts for 6.17% of the portfolio, ranked #3.

Orcam Financial Group first reported a position in DDV in Q4 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold DDV as of Q2 2026.

  • Orcam Financial Group held 498,297 shares of Defined Duration 5 ETF worth $12.6M as of Q2 2026.
  • Orcam Financial Group bought 190,649 Defined Duration 5 ETF shares in Q2 2026, an estimated $4.82M.
  • Defined Duration 5 ETF made up 6.17% of Orcam Financial Group's portfolio in Q2 2026, its #3 holding.
  • Orcam Financial Group first reported a position in Defined Duration 5 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2 funds tracked by Wall St. Rank held Defined Duration 5 ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.