Superior Planning, LLC’s Donaldson DCI Stock Holding History

Superior Planning, LLC’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$609	Buy	+7	New	+$638	﹤0.01%	1851

Other funds holding DCI

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's DCI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Donaldson (DCI) in Q3 2026: 7 shares worth $609. The stake represents ﹤0.01% of the portfolio and ranks #1851 among its holdings.

454 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

Superior Planning, LLC held 7 shares of Donaldson worth $609 as of Q3 2026.
Donaldson was a new Superior Planning, LLC position in Q3 2026.
Donaldson made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1851 holding.
454 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.