Ameritas Advisory Services
DCI icon

Ameritas Advisory Services’s Donaldson DCI Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-21
Closed -$1.46K – 2298
2025
Q2 		$1.46K Buy
+21
New +$1.41K ﹤0.01% 2557

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Geode Capital Management
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Ameritas Advisory Services's DCI Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Donaldson (DCI) in Q3 2025, closing a stake of 21 shares — an estimated $1.46K sold.

Ameritas Advisory Services first reported a position in DCI in Q2 2025 and held it in 1 quarter. The position peaked at $1.46K in Q2 2025. 564 funds tracked by Wall St. Rank hold DCI as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Donaldson position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 21 Donaldson shares in Q3 2025, an estimated $1.46K.
  • Ameritas Advisory Services first reported a position in Donaldson in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's Donaldson position peaked at $1.46K in Q2 2025.
  • 564 funds tracked by Wall St. Rank held Donaldson as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.