FFA
DCI icon

Farther Finance Advisors’s Donaldson DCI Stock Holding History

Farther Finance Advisors’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
Q1 		$523K Buy
6,078
+173
+3% +$16.7K ﹤0.01% 1361
2025
Q4 		$524K Sell
5,905
-223
-4% -$19.4K 0.01% 1279
2025
Q3 		$502K Buy
6,128
+210
+4% +$15.8K 0.01% 1069
2025
Q2 		$410K Sell
5,918
-323
-5% -$21.7K 0.01% 997
2025
Q1 		$421K Buy
6,241
+2,606
+72% +$180K 0.01% 855
2024
Q4 		$245K Sell
3,635
-145
-4% -$10.7K 0.01% 896
2024
Q3 		$279K Buy
3,780
+3,162
+512% +$229K 0.01% 860
2024
Q2 		$43.7K Buy
618
+423
+217% +$31K ﹤0.01% 1475
2024
Q1 		$14.4K Buy
195
+7
+4% +$476 ﹤0.01% 1607
2023
Q4 		$12.3K Buy
188
+169
+889% +$10.3K ﹤0.01% 1527
2023
Q3 		$1.13K Hold
19
– – ﹤0.01% 2050
2023
Q2 		$1.19K Buy
19
+10
+111% +$626 ﹤0.01% 1918
2023
Q1 		$588 Buy
9
+5
+125% +$314 ﹤0.01% 1964
2022
Q4 		$235 Buy
+4
New +$229 ﹤0.01% 2005

Other funds holding DCI

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return