VWA
DCI icon

Valued Wealth Advisors’s Donaldson DCI Stock Holding History

Valued Wealth 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 		$1.9K Sell
22
-6
-21% -$579 ﹤0.01% 578
2025
Q4 		$2.51K Hold
28
– – ﹤0.01% 382
2025
Q3 		$2.31K Hold
28
– – ﹤0.01% 373
2025
Q2 		$1.96K Hold
28
– – ﹤0.01% 387
2025
Q1 		$1.89K Hold
28
– – ﹤0.01% 418
2024
Q4 		$1.89K Buy
28
+6
+27% +$443 ﹤0.01% 412
2024
Q3 		$1.62K Hold
22
– – ﹤0.01% 396
2024
Q2 		$1.57K Buy
22
+2
+10% +$147 ﹤0.01% 393
2024
Q1 		$1.49K Buy
+20
New +$1.36K ﹤0.01% 395

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