OFG
DDX

Orcam Financial Group’s Defined Duration 10 ETF DDX Stock Holding History

Orcam Financial Group’s Portfolio DDX Stock Details DDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.8M Buy
1,900,446
+110,143
+6% +$2.75M 23.34% 1
2026
Q1 		$43.4M Buy
1,790,303
+5,074
+0.3% +$125K 30.85% 1
2025
Q4 		$43.2M Buy
1,785,229
+91,257
+5% +$2.21M 32.36% 1
2025
Q3 		$40.7M Buy
1,693,972
+30,208
+2% +$717K 32.82% 1
2025
Q2 		$39.1M Buy
1,663,764
+58,534
+4% +$1.35M 33.95% 1
2025
Q1 		$36.9M Buy
1,605,230
+38,814
+2% +$883K 34.56% 1
2024
Q4 		$34.9M Buy
1,566,416
+71,394
+5% +$1.64M 33.77% 1
2024
Q3 		$35.1M Buy
1,495,022
+57,370
+4% +$1.33M 34.01% 1
2024
Q2 		$32.2M Buy
1,437,652
+36,404
+3% +$812K 34.59% 1
2024
Q1 		$31.6M Buy
1,401,248
+36,066
+3% +$802K 34.62% 1
2023
Q4 		$30.5M Buy
1,365,182
+29,735
+2% +$635K 37.25% 1
2023
Q3 		$28M Buy
1,335,447
+91,041
+7% +$1.96M 37.62% 1
2023
Q2 		$27.1M Sell
1,244,406
-18,457
-1% -$402K 37.28% 1
2023
Q1 		$27.5M Buy
1,262,863
+164,869
+15% +$3.53M 38.15% 1
2022
Q4 		$22.7M Buy
1,097,994
+2,574
+0.2% +$53.4K 34.94% 1
2022
Q3 		$21.9M Buy
1,095,420
+22,836
+2% +$490K 37.25% 1
2022
Q2 		$22.9M Buy
1,072,584
+93,825
+10% +$2.07M 36.74% 1
2022
Q1 		$22.9M Buy
978,759
+212,515
+28% +$5.08M 32.69% 1
2021
Q4 		$19.2M Buy
+766,244
New +$19.2M 26.28% 1

Other funds holding DDX

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Orcam Financial Group increased its Defined Duration 10 ETF (DDX) stake by 6.2% in Q2 2026, buying an estimated $2.75M and bringing the position to 1,900,446 shares worth $47.8M. The position accounts for 23.34% of the portfolio, ranked #1.

Orcam Financial Group first reported a position in DDX in Q4 2021 and has held it in 19 quarters since. 6 funds tracked by Wall St. Rank hold DDX as of Q2 2026.

  • Orcam Financial Group held 1,900,446 shares of Defined Duration 10 ETF worth $47.8M as of Q2 2026.
  • Orcam Financial Group bought 110,143 Defined Duration 10 ETF shares in Q2 2026, an estimated $2.75M.
  • Defined Duration 10 ETF made up 23.34% of Orcam Financial Group's portfolio in Q2 2026, its #1 holding.
  • Orcam Financial Group first reported a position in Defined Duration 10 ETF in Q4 2021 and has held it in 19 quarters since.
  • 6 funds tracked by Wall St. Rank held Defined Duration 10 ETF as of Q2 2026.

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