Homestead Advisers’s Donnelley Financial Solutions DFIN Stock Holding History

Homestead Advisers’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 Q1	–	Sell	-56,900	Closed	-$3.57M	–	101
2024 Q4	$3.57M	Hold	56,900	–	–	0.09%	82
2024 Q3	$3.75M	Hold	56,900	–	–	0.09%	81
2024 Q2	$3.39M	Hold	56,900	–	–	0.08%	79
2024 Q1	$3.53M	Buy	56,900 +11,200	+25%	+$701K	0.08%	80
2023 Q4	$2.85M	Buy	45,700 +20,400	+81%	+$1.16M	0.07%	91
2023 Q3	$1.42M	Buy	+25,300	New	+$1.23M	0.04%	95

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

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

RHJA

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

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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Homestead Advisers's DFIN Position: Q1 2025 in Review

Homestead Advisers sold out of Donnelley Financial Solutions (DFIN) in Q1 2025, closing a stake of 56,900 shares — an estimated $3.57M sold.

Homestead Advisers first reported a position in DFIN in Q3 2023 and held it in 6 quarters. The position peaked at $3.75M in Q3 2024. 233 funds tracked by Wall St. Rank hold DFIN as of Q1 2025.

Homestead Advisers reported no remaining Donnelley Financial Solutions position as of Q1 2025 after selling out during the quarter.
Homestead Advisers sold 56,900 Donnelley Financial Solutions shares in Q1 2025, an estimated $3.57M.
Homestead Advisers first reported a position in Donnelley Financial Solutions in Q3 2023 and held it in 6 quarters.
Homestead Advisers's Donnelley Financial Solutions position peaked at $3.75M in Q3 2024.
233 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2025.

Based on Homestead Advisers's 13F filing for Q1 2025, filed 6 May 2025.