Dogwood Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Dogwood Wealth 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
2026 Q2	$252	Hold	6	–	–	﹤0.01%	826
2026 Q1	$283	Hold	6	–	–	﹤0.01%	817
2025 Q4	$280	Hold	6	–	–	﹤0.01%	684
2025 Q3	$309	Hold	6	–	–	﹤0.01%	677
2025 Q2	$386	Hold	6	–	–	﹤0.01%	639
2025 Q1	$262	Hold	6	–	–	﹤0.01%	509
2024 Q4	$376	Hold	6	–	–	﹤0.01%	256
2024 Q3	$395	Hold	6	–	–	﹤0.01%	188
2024 Q2	$358	Hold	6	–	–	﹤0.01%	238
2024 Q1	$372	Hold	6	–	–	﹤0.01%	233
2023 Q4	$374	Buy	+6	New	+$342	﹤0.01%	209

Other funds holding DFIN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return