Values First Advisors, Inc.

SEC CIK: 0001913608
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

DCI holding history

Donaldson Co Inc in every 13F filed by Values First Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DCI overview All 13F holders of DCI Full Q2 2026 holdings

Shares (Q2 2026): 22,617
Value: $2.03M
% of portfolio: 0.9%
Quarters held: 22; Since Q1 2021

Holdings of DCI by Values First Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,617	$2.03M	0.9%	−2,580−10.2%	Reduced	Holders
Q1 2026	25,197	$2.14M	1.1%	−128−0.5%	Reduced	Holders
Q4 2025	25,325	$2.25M	1.2%	−1,127−4.3%	Reduced	Holders
Q3 2025	26,452	$2.17M	1.2%	−73−0.3%	Reduced	Holders
Q2 2025	26,525	$1.84M	1.0%	+2,021+8.2%	Added	Holders
Q1 2025	24,504	$1.64M	1.0%	+243+1.0%	Added	Holders
Q4 2024	24,261	$1.63M	0.9%	−1,068−4.2%	Reduced	Holders
Q3 2024	25,329	$1.87M	1.0%	−92−0.4%	Reduced	Holders
Q2 2024	25,421	$1.82M	1.1%	−2,693−9.6%	Reduced	Holders
Q1 2024	28,114	$2.10M	1.2%	−452−1.6%	Reduced	Holders
Q4 2023	28,566	$1.87M	1.1%	+600+2.1%	Added	Holders
Q3 2023	27,966	$1.67M	1.1%	−207−0.7%	Reduced	Holders
Q2 2023	28,173	$1.76M	1.1%	−8,210−22.6%	Reduced	Holders
Q1 2023	36,383	$2.38M	1.5%	+393+1.1%	Added	Holders
Q4 2022	35,990	$2.12M	1.5%	−730−2.0%	Reduced	Holders
Q3 2022	36,720	$1.80M	1.3%	+963+2.7%	Added	Holders
Q2 2022	35,757	$1.72M	1.2%	+14,271+66.4%	Added	Holders
Q1 2022	21,486	$1.12M	0.7%	+574+2.7%	Added	Holders
Q4 2021	20,912	$1.24M	0.7%	−3,573−14.6%	Reduced	Holders
Q3 2021	24,485	$1.41M	0.9%	−9,333−27.6%	Reduced	Holders
Q2 2021	33,818	$2.15M	1.5%	+5,310+18.6%	Added	Holders
Q1 2021	28,508	$1.66M	1.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.