Funds holding Donegal Group Inc
ISIN US2577013004 · United States
- Fund holders
- 17
- Of which ETFs
- 3 14 other funds
- Value held
- 4.4M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 54,703 | 1.2M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 54,141 | 1.2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 34,951 | 761.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 14,926 | 325.1K $ | as of Jun 30, 2026 ↗ | |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 9,291 | 202.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 7,219 | 138.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 6,421 | 140K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,678 | 123.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,267 | 114.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,821 | 83.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,147 | 46.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,986 | 43.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,947 | 42.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 870 | 19K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 592 | 12.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 197 | 4.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 5 | 109 $ | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 17 | +2 | 204,162 | +18.6 % |
| 2026Q2 | 15 | -1 | 172,082 | +11.1 % |
| 2026Q1 | 16 | +1 | 154,896 | +0.9 % |
| 2025Q4 | 15 | -1 | 153,577 | -4.3 % |
| 2025Q3 | 16 | +2 | 160,499 | +14.9 % |
| 2025Q2 | 14 | +1 | 139,628 | +0.8 % |
| 2025Q1 | 13 | 0 | 138,570 | -1.3 % |
| 2024Q4 | 13 | +1 | 140,449 | -2.7 % |
| 2024Q3 | 12 | 0 | 144,398 | +1.4 % |
| 2024Q2 | 12 | +1 | 142,467 | +4.5 % |
| 2024Q1 | 11 | 0 | 136,299 | -0.5 % |
| 2023Q4 | 11 | 137,001 |
Institutional managers
9 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 164,868 | 2.9M $ | as of Mar 31, 2026 |
| Minerva Advisors LLC | 17,856 | 315.9K $ | as of Mar 31, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | 14,716 | 260.3K $ | as of Mar 31, 2026 |
| WEDBUSH SECURITIES INC | 12,752 | 226 $ | as of Mar 31, 2026 |
| Lewis Asset Management, LLC | 11,469 | 202.9K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,078 | 37K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 430 | 7.6K $ | as of Mar 31, 2026 |
| SBI Securities Co., Ltd. | 56 | 991 $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1 | 14 $ | as of Mar 31, 2026 |
Cite this page
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