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Donaldson Company shares owned by Dogwood Wealth Management

Quarter-by-quarter ownership of Donaldson Company (DCI) shares owned by Dogwood Wealth Management from 13F filings

Historical chart of Dogwood Wealth Management investment in Donaldson Company

Tip: Access up to 7 years of quarterly data

All positions including Donaldson Company held by Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Donaldson Company by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 200 81.85
2025-06-30 $6.3k 89 70.66

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American Centy Etf Tr Avantis Us Larg (AVLC)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
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Ishares Tr National Mun Etf (MUB)
Proshares Tr S&p Mdcp 400 Div (REGL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding Donaldson Company

Vanguard Group
BlackRock
State Farm Mutual Automobile Insurance Company
State Street Corporation
FMR
Kayne Anderson Rudnick Investment Management
Geode Capital Management
Btim
Fiduciary Management
Morgan Stanley
Dimensional Fund Advisors
Hanna Zanoni
American Century Companies
First Trust Advisors
Invesco

View all funds holding Donaldson Company