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Donegal shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Donegal (DGICA) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Donegal

Tip: Access up to 7 years of quarterly data

All positions including Donegal held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Donegal by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0k 108 9.26
2024-06-30 $0 75 0.00
2023-12-31 $0 35 0.00

More positions owned by Efficient Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Efficient Wealth Management

Top funds holding Donegal

Dimensional Fund Advisors
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BlackRock
Vanguard Group
Old Republic International
Geode Capital Management
Renaissance Technologies
State Street Corporation
Philadelphia Trust Company
Foundry Partners
Bridgeway Capital Management
Caldwell Sutter Capital
Wells Fargo & Company
Kennedy Capital Management
Morgan Stanley

View all funds holding Donegal