TFO
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Tarbox Family Office’s Donnelley Financial Solutions DFIN Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-71
Closed -$2K – 346
2022
Q1 		$2K Hold
71
– – ﹤0.01% 792
2021
Q4 		$3K Hold
71
– – ﹤0.01% 768
2021
Q3 		$2K Hold
71
– – ﹤0.01% 908
2021
Q2 		$2K Hold
71
– – ﹤0.01% 916
2021
Q1 		$2K Hold
71
– – ﹤0.01% 862
2020
Q4 		$1K Hold
71
– – ﹤0.01% 980
2020
Q3 		$1K Hold
71
– – ﹤0.01% 947
2020
Q2 		$1K Hold
71
– – ﹤0.01% 942
2020
Q1 		$0 Buy
+71
New +$602 ﹤0.01% 1161

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American Century Companies
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Tarbox Family Office's DFIN Position: Q2 2022 in Review

Tarbox Family Office sold out of Donnelley Financial Solutions (DFIN) in Q2 2022, closing a stake of 71 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in DFIN in Q1 2020 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 196 funds tracked by Wall St. Rank hold DFIN as of Q2 2022.

  • Tarbox Family Office reported no remaining Donnelley Financial Solutions position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 71 Donnelley Financial Solutions shares in Q2 2022, an estimated $2K.
  • Tarbox Family Office first reported a position in Donnelley Financial Solutions in Q1 2020 and held it in 9 quarters.
  • Tarbox Family Office's Donnelley Financial Solutions position peaked at $3K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.