True Wealth Design’s Donaldson DCI Stock Holding History

True Wealth Design’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	$33.9K	Sell	389 -5	-1%	-$456	0.01%	650
2026 Q2	$35.4K	Buy	394 +67	+20%	+$5.76K	0.01%	616
2026 Q1	$27.8K	Hold	327	–	–	0.01%	588
2025 Q4	$29K	Buy	327 +2	+0.6%	+$174	0.01%	489
2025 Q3	$26.6K	Buy	325 +218	+204%	+$16.4K	0.01%	502
2025 Q2	$7.42K	Buy	107 +35	+49%	+$2.35K	﹤0.01%	677
2025 Q1	$4.83K	Sell	72 -32	-31%	-$2.21K	﹤0.01%	695
2024 Q4	$7K	Buy	+104	New	+$7.67K	﹤0.01%	473
2023 Q2	–	Sell	-10	Closed	-$654	–	810
2023 Q1	$654	Buy	+10	New	+$628	﹤0.01%	475

Other funds holding DCI

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

True Wealth Design's DCI Position: Q3 2026 in Review

True Wealth Design reduced its Donaldson (DCI) stake by 1.3% in Q3 2026, selling an estimated $456 and leaving 389 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #650.

True Wealth Design first reported a position in DCI in Q1 2023 and has held it in 9 quarters since. The position peaked at $35.4K in Q2 2026. 48 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

True Wealth Design held 389 shares of Donaldson worth $33.9K as of Q3 2026.
True Wealth Design sold 5 Donaldson shares in Q3 2026, an estimated $456.
Donaldson made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #650 holding.
True Wealth Design first reported a position in Donaldson in Q1 2023 and has held it in 9 quarters since.
True Wealth Design's Donaldson position peaked at $35.4K in Q2 2026.
48 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.