Next Level Wealth Planning’s Donaldson DCI Stock Holding History

Next Level Wealth Planning’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 Q3	$47.1K	Buy	+541	New	+$49.3K	0.02%	177

Other funds holding DCI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

McDaniel Terry & Co Austin, Texas $1.34B AUM 20.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Next Level Wealth Planning's DCI Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Donaldson (DCI) in Q3 2026: 541 shares worth $47.1K. The stake represents 0.02% of the portfolio and ranks #177 among its holdings.

322 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

Next Level Wealth Planning held 541 shares of Donaldson worth $47.1K as of Q3 2026.
Donaldson was a new Next Level Wealth Planning position in Q3 2026.
Donaldson made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #177 holding.
322 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.