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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

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

Dogwood Wealth Management's DFIN Position: Q2 2026 in Review

Dogwood Wealth Management held its Donnelley Financial Solutions (DFIN) position steady in Q2 2026 at 6 shares worth $252. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Dogwood Wealth Management first reported a position in DFIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $395 in Q3 2024. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • Dogwood Wealth Management held 6 shares of Donnelley Financial Solutions worth $252 as of Q2 2026.
  • Dogwood Wealth Management left its Donnelley Financial Solutions share count unchanged in Q2 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #826 holding.
  • Dogwood Wealth Management first reported a position in Donnelley Financial Solutions in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Donnelley Financial Solutions position peaked at $395 in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.