Cetera Investment Advisers
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Cetera Investment Advisers’s Donnelley Financial Solutions DFIN Stock Holding History

Cetera Investment Advisers’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
-6,409
Closed -$402K – 4001
2024
Q4 		$402K Buy
6,409
+3,303
+106% +$206K ﹤0.01% 2864
2024
Q3 		$204K Buy
+3,106
New +$202K ﹤0.01% 3365

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Cetera Investment Advisers's DFIN Position: Q1 2025 in Review

Cetera Investment Advisers sold out of Donnelley Financial Solutions (DFIN) in Q1 2025, closing a stake of 6,409 shares — an estimated $402K sold.

Cetera Investment Advisers first reported a position in DFIN in Q3 2024 and held it in 2 quarters. The position peaked at $402K in Q4 2024. 233 funds tracked by Wall St. Rank hold DFIN as of Q1 2025.

  • Cetera Investment Advisers reported no remaining Donnelley Financial Solutions position as of Q1 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 6,409 Donnelley Financial Solutions shares in Q1 2025, an estimated $402K.
  • Cetera Investment Advisers first reported a position in Donnelley Financial Solutions in Q3 2024 and held it in 2 quarters.
  • Cetera Investment Advisers's Donnelley Financial Solutions position peaked at $402K in Q4 2024.
  • 233 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2025.

Based on Cetera Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.