HWM
DCI icon

Hemington Wealth Management’s Donaldson DCI Stock Holding History

Hemington Wealth Management’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 		$13K Buy
165
+12
+8% +$905 ﹤0.01% 781
2025
Q2 		$10K Buy
153
+17
+13% +$1.14K ﹤0.01% 847
2025
Q1 		$9K Buy
136
+45
+49% +$3.11K ﹤0.01% 841
2024
Q4 		$6K Buy
91
+7
+8% +$516 ﹤0.01% 942
2024
Q3 		$6K Buy
+84
New +$6.07K ﹤0.01% 863

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Hemington Wealth Management's DCI Position: Q3 2025 in Review

Hemington Wealth Management increased its Donaldson (DCI) stake by 7.8% in Q3 2025, buying an estimated $905 and bringing the position to 165 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Hemington Wealth Management first reported a position in DCI in Q3 2024 and has held it in 5 quarters since. 562 funds tracked by Wall St. Rank hold DCI as of Q3 2025.

  • Hemington Wealth Management held 165 shares of Donaldson worth $13K as of Q3 2025.
  • Hemington Wealth Management bought 12 Donaldson shares in Q3 2025, an estimated $905.
  • Donaldson made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #781 holding.
  • Hemington Wealth Management first reported a position in Donaldson in Q3 2024 and has held it in 5 quarters since.
  • 562 funds tracked by Wall St. Rank held Donaldson as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.