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CVA Family Office’s Donnelley Financial Solutions DFIN Stock Holding History

CVA Family Office’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
Q2 		– Sell
-42
Closed -$1.84K – 1325
2025
Q1 		$1.84K Buy
+42
New +$2.33K ﹤0.01% 1021
2024
Q4 		– Sell
-11
Closed -$724 – 1302
2024
Q3 		$724 Buy
+11
New +$714 ﹤0.01% 1121

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

CVA Family Office's DFIN Position: Q2 2025 in Review

CVA Family Office sold out of Donnelley Financial Solutions (DFIN) in Q2 2025, closing a stake of 42 shares — an estimated $1.84K sold.

CVA Family Office first reported a position in DFIN in Q3 2024 and held it in 2 quarters. The position peaked at $1.84K in Q1 2025. 245 funds tracked by Wall St. Rank hold DFIN as of Q2 2025.

  • CVA Family Office reported no remaining Donnelley Financial Solutions position as of Q2 2025 after selling out during the quarter.
  • CVA Family Office sold 42 Donnelley Financial Solutions shares in Q2 2025, an estimated $1.84K.
  • CVA Family Office first reported a position in Donnelley Financial Solutions in Q3 2024 and held it in 2 quarters.
  • CVA Family Office's Donnelley Financial Solutions position peaked at $1.84K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2025.

Based on CVA Family Office's 13F filing for Q2 2025, filed 31 Jul 2025.