PFA
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Professional Financial Advisors’s Donaldson DCI Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-106
Closed -$5K – 159
2022
Q3 		$5K Buy
106
+1
+1% +$52 ﹤0.01% 360
2022
Q2 		$5K Hold
105
– – ﹤0.01% 367
2022
Q1 		$5K Buy
105
+1
+1% +$54 ﹤0.01% 368
2021
Q4 		$6K Hold
104
– – ﹤0.01% 358
2021
Q3 		$6K Hold
104
– – ﹤0.01% 304
2021
Q2 		$7K Buy
104
+1
+1% +$62 ﹤0.01% 297
2021
Q1 		$6K Hold
103
– – ﹤0.01% 276
2020
Q4 		$6K Buy
103
+1
+1% +$53 ﹤0.01% 277
2020
Q3 		$5K Buy
+102
New +$4.96K ﹤0.01% 266

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 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