Creative Planning
DFIN icon

Creative Planning’s Donnelley Financial Solutions DFIN Stock Holding History

Creative Planning’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
Q2 		$2.64M Buy
62,973
+14,326
+29% +$624K ﹤0.01% 1877
2026
Q1 		$2.29M Buy
48,647
+22,240
+84% +$1.09M ﹤0.01% 1793
2025
Q4 		$1.23M Buy
26,407
+5,359
+25% +$259K ﹤0.01% 2115
2025
Q3 		$1.08M Buy
21,048
+2,462
+13% +$140K ﹤0.01% 2042
2025
Q2 		$1.15M Buy
18,586
+10,881
+141% +$561K ﹤0.01% 1736
2025
Q1 		$337K Buy
7,705
+7,633
+10,601% +$423K ﹤0.01% 2648
2024
Q4 		$4.52K Buy
+72
New +$4.49K ﹤0.01% 3417
2017
Q3 		– Sell
-690
Closed -$16K – 2316
2017
Q2 		$16K Sell
690
-500
-42% -$10.9K ﹤0.01% 3314
2017
Q1 		$23K Sell
1,190
-212
-15% -$4.78K ﹤0.01% 3030
2016
Q4 		$32K Buy
+1,402
New +$29.7K ﹤0.01% 2738

Other funds holding DFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Creative Planning's DFIN Position: Q2 2026 in Review

Creative Planning increased its Donnelley Financial Solutions (DFIN) stake by 29% in Q2 2026, buying an estimated $624K and bringing the position to 62,973 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Creative Planning first reported a position in DFIN in Q4 2016 and has held it in 10 quarters since. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Creative Planning held 62,973 shares of Donnelley Financial Solutions worth $2.64M as of Q2 2026.
  • Creative Planning bought 14,326 Donnelley Financial Solutions shares in Q2 2026, an estimated $624K.
  • Donnelley Financial Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1877 holding.
  • Creative Planning first reported a position in Donnelley Financial Solutions in Q4 2016 and has held it in 10 quarters since.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.