Creative Planning

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 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 New York $5.7T AUM 30.48% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return