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RWM
Ritholtz Wealth Management’s
Donnelley Financial Solutions
DFIN
Stock Holding History
Ritholtz 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
Q1
$469K
Sell
9,953
-347
-3%
-$17K
0.01%
814
2025
Q4
$481K
Sell
10,300
-210
-2%
-$10.2K
0.01%
733
2025
Q3
$541K
Sell
10,510
-21
-0.2%
-$1.2K
0.01%
660
2025
Q2
$649K
Sell
10,531
-2,885
-22%
-$149K
0.01%
565
2025
Q1
$586K
Sell
13,416
-1,720
-11%
-$95.2K
0.02%
550
2024
Q4
$949K
Sell
15,136
-278
-2%
-$17.3K
0.03%
375
2024
Q3
$1.01M
Sell
15,414
-45
-0.3%
-$2.92K
0.03%
367
2024
Q2
$922K
Sell
15,459
-571
-4%
-$34.9K
0.03%
366
2024
Q1
$994K
Sell
16,030
-51
-0.3%
-$3.19K
0.03%
360
2023
Q4
$1M
Sell
16,081
-523
-3%
-$29.8K
0.04%
315
2023
Q3
$934K
Sell
16,604
-1,284
-7%
-$62.3K
0.04%
301
2023
Q2
$814K
Buy
17,888
+2,395
+15%
+$106K
0.04%
326
2023
Q1
$633K
Buy
15,493
+2,880
+23%
+$122K
0.03%
353
2022
Q4
$487K
Buy
12,613
+3,550
+39%
+$133K
0.03%
368
2022
Q3
$335K
Buy
9,063
+1,129
+14%
+$42.3K
0.02%
511
2022
Q2
$232K
Sell
7,934
-884
-10%
-$26.2K
0.01%
470
2022
Q1
$293K
Sell
8,818
-309
-3%
-$11K
0.02%
421
2021
Q4
$430K
Sell
9,127
-1,006
-10%
-$43.6K
0.03%
329
2021
Q3
$351K
Sell
10,133
-2,122
-17%
-$70.1K
0.02%
343
2021
Q2
$404K
Buy
12,255
+1,868
+18%
+$55.6K
0.03%
302
2021
Q1
$289K
Buy
+10,387
New
+$240K
0.02%
315
Other funds holding DFIN
BlackRock
New York
$5.7T AUM
30.48%
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
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
RHJA
Rice Hall James & Associates
San Diego, California
$1.8B AUM
36.16%
1-Year Est. Return
WHG
Westwood Holdings Group
Dallas, Texas
$13.7B AUM
21.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
FCM
Frontier Capital Management
Boston, Massachusetts
$9.73B AUM
55.65%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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