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BTW
Boston Trust Walden’s
Donnelley Financial Solutions
DFIN
Stock Holding History
Boston Trust Walden’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
2026
Q1
$22M
Sell
467,079
-52,829
-10%
-$2.59M
0.18%
176
2025
Q4
$24.3M
Sell
519,908
-214,013
-29%
-$10.3M
0.18%
169
2025
Q3
$37.7M
Sell
733,921
-12,992
-2%
-$741K
0.28%
139
2025
Q2
$46M
Sell
746,913
-15,743
-2%
-$812K
0.33%
124
2025
Q1
$33.3M
Sell
762,656
-11,101
-1%
-$615K
0.24%
155
2024
Q4
$48.5M
Sell
773,757
-16,578
-2%
-$1.03M
0.34%
119
2024
Q3
$52M
Sell
790,335
-19,354
-2%
-$1.26M
0.36%
113
2024
Q2
$48.3M
Buy
809,689
+343
+0%
+$20.9K
0.36%
117
2024
Q1
$50.2M
Buy
809,346
+112,364
+16%
+$7.03M
0.36%
114
2023
Q4
$43.5M
Buy
696,982
+238,489
+52%
+$13.6M
0.33%
121
2023
Q3
$25.8M
Buy
+458,493
New
+$22.3M
0.22%
149
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AIMCA
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1-Year Est. Return
RHJA
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$1.8B AUM
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1-Year Est. Return
WHG
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$13.7B AUM
21.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
FCM
Frontier Capital Management
Boston, Massachusetts
$9.73B AUM
55.65%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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