Fiduciary Planning’s Dorman Products DORM Stock Holding History

Fiduciary Planning’s Portfolio DORM Stock Details DORM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$268K	Hold	2,564	–	–	0.08%	62
2025 Q4	$316K	Hold	2,564	–	–	0.1%	56
2025 Q3	$400K	Hold	2,564	–	–	0.12%	55
2025 Q2	$315K	Hold	2,564	–	–	0.1%	61
2025 Q1	$309K	Hold	2,564	–	–	0.1%	63
2024 Q4	$332K	Hold	2,564	–	–	0.11%	60
2024 Q3	$290K	Hold	2,564	–	–	0.1%	53
2024 Q2	$235K	Sell	2,564 -500	-16%	-$45.8K	0.08%	57
2024 Q1	$295K	Hold	3,064	–	–	0.11%	48
2023 Q4	$256K	Hold	3,064	–	–	0.11%	47
2023 Q3	$232K	Hold	3,064	–	–	0.11%	59
2023 Q2	$242K	Hold	3,064	–	–	0.11%	41
2023 Q1	$264K	Hold	3,064	–	–	0.13%	38
2022 Q4	$248K	Hold	3,064	–	–	0.12%	42
2022 Q3	$252K	Hold	3,064	–	–	0.13%	35
2022 Q2	$336K	Sell	3,064 -500	-14%	-$49.5K	0.17%	32
2022 Q1	$339K	Hold	3,564	–	–	0.19%	34
2021 Q4	$403K	Sell	3,564 -360	-9%	-$39.1K	0.23%	40
2021 Q3	$371K	Sell	3,924 -400	-9%	-$39.5K	0.2%	54
2021 Q2	$448K	Hold	4,324	–	–	0.39%	48
2021 Q1	$444K	Sell	4,324 -360	-8%	-$35.9K	0.67%	29
2020 Q4	$407K	Hold	4,684	–	–	0.57%	38
2020 Q3	$423K	Sell	4,684 -360	-7%	-$28.8K	0.7%	35
2020 Q2	$412K	Sell	5,044 -360	-7%	-$23.2K	0.91%	29
2020 Q1	$299K	Hold	5,404	–	–	0.56%	32
2019 Q4	$404K	Buy	+5,404	New	+$409K	0.37%	41

Other funds holding DORM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Fiduciary Planning's DORM Position: Q1 2026 in Review

Fiduciary Planning held its Dorman Products (DORM) position steady in Q1 2026 at 2,564 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #62.

Fiduciary Planning first reported a position in DORM in Q4 2019 and has held it in 26 quarters since. The position peaked at $448K in Q2 2021. 318 funds tracked by Wall St. Rank hold DORM as of Q1 2026.

Fiduciary Planning held 2,564 shares of Dorman Products worth $268K as of Q1 2026.
Fiduciary Planning left its Dorman Products share count unchanged in Q1 2026.
Dorman Products made up 0.08% of Fiduciary Planning's portfolio in Q1 2026, its #62 holding.
Fiduciary Planning first reported a position in Dorman Products in Q4 2019 and has held it in 26 quarters since.
Fiduciary Planning's Dorman Products position peaked at $448K in Q2 2021.
318 funds tracked by Wall St. Rank held Dorman Products as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.