Root Financial Partners
DFIN icon

Root Financial Partners’s Donnelley Financial Solutions DFIN Stock Holding History

Root Financial Partners’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
Q3 		$9.11K Buy
+193
New +$9.28K ﹤0.01% 1959
2026
Q2 		– Sell
-65
Closed -$3.06K – 1106
2026
Q1 		$3.06K Buy
65
+40
+160% +$1.96K ﹤0.01% 2145
2025
Q4 		$1.17K Hold
25
– – ﹤0.01% 2077
2025
Q3 		$1.29K Buy
+25
New +$1.43K ﹤0.01% 2020

Other funds holding DFIN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Root Financial Partners's DFIN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Donnelley Financial Solutions (DFIN) in Q3 2026: 193 shares worth $9.11K. The stake represents ﹤0.01% of the portfolio and ranks #1959 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DFIN as recently as Q1 2026.

Root Financial Partners first reported a position in DFIN in Q3 2025 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold DFIN as of Q3 2026.

  • Root Financial Partners held 193 shares of Donnelley Financial Solutions worth $9.11K as of Q3 2026.
  • Donnelley Financial Solutions was a new Root Financial Partners position in Q3 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1959 holding.
  • Root Financial Partners first reported a position in Donnelley Financial Solutions in Q3 2025 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.