Position in DCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$540,146
+$129,461 QoQ
Shares Held
6,017
+24.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#343
of 629 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DCI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026One Wealth Advisors, LLC holds $897,464 across 2 Specialty Industrial Machinery names. DCI ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DCI |
DONALDSON Co INC
This page
|
6,017 | $540,146 | |
| 2 | CMI |
Cummins Inc
|
501 | $357,318 |
All Filings in DCI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,146 | 6,017 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $410,685 | 4,839 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||