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Values First Advisors, Inc. → DCI
Values First Advisors, Inc. DCI Position History
Donaldson Company, Inc. • Industrials
Quarters held
17
Latest value
$1.9M
Q3 2026
Peak value
$2.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.2M |
| Q4 2025 | $35K |
| Q4 2025 | $10K |
| Q4 2025 | $2K |
| Q1 2026 | $2.1M |
| Q1 2026 | $34K |
| Q1 2026 | $9K |
| Q1 2026 | $2K |
| Q2 2026 | $2M |
| Q2 2026 | $28K |
| Q2 2026 | $5K |
| Q2 2026 | $5K |
| Q2 2026 | $2M |
| Q2 2026 | $28K |
| Q2 2026 | $5K |
| Q2 2026 | $5K |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 22.4K | — | — |
| Q2 2026 | $5K | 58 | — | — |
| Q2 2026 | $5K | 52 | — | — |
| Q2 2026 | $28K | 315 | — | — |
| Q2 2026 | $2M | 22.2K | — | — |
| Q2 2026 | $5K | 26 | — | — |
| Q2 2026 | $5K | 552 | — | — |
| Q2 2026 | $28K | 115 | — | — |
| Q2 2026 | $2M | 3 | — | — |
| Q1 2026 | $2K | 28 | — | — |
| Q1 2026 | $9K | 109 | — | — |
| Q1 2026 | $34K | 401 | — | — |
| Q1 2026 | $2.1M | 24.7K | — | — |
| Q4 2025 | $2K | 28 | — | — |
| Q4 2025 | $10K | 109 | — | — |
| Q4 2025 | $35K | 400 | — | — |
| Q4 2025 | $2.2M | 24.8K | — | — |
Other funds holding DCI
$969.3M
$916.1M
$851.7M
$831.6M
$471.2M
$451.6M
$451.6M