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ALPS Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

ALPS Advisors’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,150
Closed -$323K – 1034
2024
Q4 		$323K Hold
5,150
– – ﹤0.01% 846
2024
Q3 		$339K Buy
+5,150
New +$334K ﹤0.01% 899

Other funds holding DFIN

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

ALPS Advisors's DFIN Position: Q1 2025 in Review

ALPS Advisors sold out of Donnelley Financial Solutions (DFIN) in Q1 2025, closing a stake of 5,150 shares — an estimated $323K sold.

ALPS Advisors first reported a position in DFIN in Q3 2024 and held it in 2 quarters. The position peaked at $339K in Q3 2024. 233 funds tracked by Wall St. Rank hold DFIN as of Q1 2025.

  • ALPS Advisors reported no remaining Donnelley Financial Solutions position as of Q1 2025 after selling out during the quarter.
  • ALPS Advisors sold 5,150 Donnelley Financial Solutions shares in Q1 2025, an estimated $323K.
  • ALPS Advisors first reported a position in Donnelley Financial Solutions in Q3 2024 and held it in 2 quarters.
  • ALPS Advisors's Donnelley Financial Solutions position peaked at $339K in Q3 2024.
  • 233 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2025.

Based on ALPS Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.