Root Financial Partners
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Root Financial Partners’s Donaldson DCI Stock Holding History

Root Financial Partners’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 		$129K Buy
+1,480
New +$135K ﹤0.01% 613
2026
Q2 		– Sell
-1,516
Closed -$129K – 1091
2026
Q1 		$129K Buy
1,516
+99
+7% +$9.6K 0.01% 469
2025
Q4 		$126K Buy
1,417
+84
+6% +$7.3K 0.01% 394
2025
Q3 		$109K Buy
+1,333
New +$101K 0.01% 424

Other funds holding DCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Root Financial Partners's DCI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Donaldson (DCI) in Q3 2026: 1,480 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DCI as recently as Q1 2026.

Root Financial Partners first reported a position in DCI in Q3 2025 and has held it in 4 quarters since. 391 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Root Financial Partners held 1,480 shares of Donaldson worth $129K as of Q3 2026.
  • Donaldson was a new Root Financial Partners position in Q3 2026.
  • Donaldson made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #613 holding.
  • Root Financial Partners first reported a position in Donaldson in Q3 2025 and has held it in 4 quarters since.
  • 391 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.