AWS
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Atria Wealth Solutions’s Donaldson DCI Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-3,800
Closed -$256K – 1907
2024
Q4 		$256K Sell
3,800
-70
-2% -$5.16K ﹤0.01% 1652
2024
Q3 		$285K Sell
3,870
-307
-7% -$22.2K ﹤0.01% 1547
2024
Q2 		$299K Sell
4,177
-299
-7% -$21.9K ﹤0.01% 1504
2024
Q1 		$334K Buy
4,476
+70
+2% +$4.76K ﹤0.01% 1489
2023
Q4 		$288K Hold
4,406
– – ﹤0.01% 1530
2023
Q3 		$263K Sell
4,406
-5,152
-54% -$319K ﹤0.01% 1502
2023
Q2 		$599K Buy
9,558
+5,752
+151% +$360K 0.01% 1067
2023
Q1 		$249K Hold
3,806
– – ﹤0.01% 1528
2022
Q4 		$224K Buy
+3,806
New +$218K ﹤0.01% 1538
2022
Q2 		– Sell
-3,923
Closed -$204K – 1687
2022
Q1 		$204K Buy
+3,923
New +$214K ﹤0.01% 1589

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return