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Birchwood Financial Partners, Inc. → DCI
Birchwood Financial Partners, Inc. DCI Position History
Donaldson Company, Inc. • Industrials
Quarters held
4
Latest value
$3.4M
Q3 2026
Peak value
$3.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.5M |
| Q1 2026 | $3.4M |
| Q2 2026 | $3.5M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 39.5K | — | — |
| Q2 2026 | $3.5M | 39.5K | — | — |
| Q1 2026 | $3.4M | 39.7K | — | — |
| Q4 2025 | $3.5M | 39.7K | — | — |
Other funds holding DCI
$969.3M
$916.1M
$851.7M
$831.6M
$471.2M
$451.6M
$451.6M
Other Birchwood Financial Partners, Inc. positions
ETHA
$9.2MISHARES ESG AWARE MSCI USA ETF
ETHA
$7.9MISHARES ESG AWARE MSCI USA ETF
ETHA
$7.2MISHARES ESG AWARE MSCI USA ETF
PDI
$7MPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
ETHA
$6.7MISHARES ESG AWARE MSCI USA ETF
VGES
$6.2MVANGUARD S&P 500 ETF
SCHW-PJ
$6.1MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
PDI
$5.7MPIMCO ACTIVE BOND EXCHANGE-TRADED FUND