OIA
DCI icon

OneDigital Investment Advisors’s Donaldson DCI Stock Holding History

OneDigital Investment 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 		$227K Sell
2,672
-802
-23% -$77.5K ﹤0.01% 1346
2025
Q4 		$308K Sell
3,474
-300
-8% -$26.1K ﹤0.01% 1192
2025
Q3 		$309K Buy
3,774
+2
+0.1% +$151 ﹤0.01% 1166
2025
Q2 		$262K Buy
3,772
+75
+2% +$5.04K ﹤0.01% 1238
2025
Q1 		$248K Buy
3,697
+680
+23% +$47K ﹤0.01% 1214
2024
Q4 		$203K Buy
3,017
+31
+1% +$2.29K ﹤0.01% 1332
2024
Q3 		$220K Buy
2,986
+63
+2% +$4.55K ﹤0.01% 1318
2024
Q2 		$209K Buy
+2,923
New +$215K ﹤0.01% 1275
2020
Q3 		– Sell
-5,518
Closed -$257K – 667
2020
Q2 		$257K Hold
5,518
– – 0.02% 482
2020
Q1 		$213K Buy
5,518
+1,118
+25% +$54.7K 0.02% 464
2019
Q4 		$254K Hold
4,400
– – 0.02% 459
2019
Q3 		$229K Buy
+4,400
New +$218K 0.02% 454

Other funds holding DCI

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return