DCM
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DGS Capital Management’s Donnelley Financial Solutions DFIN Stock Holding History

DGS Capital Management’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
Q4 		– Sell
-4,692
Closed -$241K – 556
2025
Q3 		$241K Buy
4,692
+180
+4% +$10.3K 0.04% 339
2025
Q2 		$278K Buy
+4,512
New +$233K 0.06% 250

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Thrivent Financial for Lutherans
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State Street
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SCM
Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return