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True Wealth Design’s Donnelley Financial Solutions DFIN Stock Holding History

True Wealth Design’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 		$2.39K Buy
+57
New +$2.48K ﹤0.01% 1617
2025
Q4 		– Sell
-11
Closed -$566 – 2634
2025
Q3 		$566 Hold
11
– – ﹤0.01% 1968
2025
Q2 		$679 Hold
11
– – ﹤0.01% 1616
2025
Q1 		$481 Buy
+11
New +$609 ﹤0.01% 1553

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

True Wealth Design's DFIN Position: Q2 2026 in Review

True Wealth Design opened a new position in Donnelley Financial Solutions (DFIN) in Q2 2026: 57 shares worth $2.39K. The stake represents ﹤0.01% of the portfolio and ranks #1617 among its holdings. This is a return to the name: True Wealth Design previously reported a position in DFIN as recently as Q3 2025.

True Wealth Design first reported a position in DFIN in Q1 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold DFIN as of Q2 2026.

  • True Wealth Design held 57 shares of Donnelley Financial Solutions worth $2.39K as of Q2 2026.
  • Donnelley Financial Solutions was a new True Wealth Design position in Q2 2026.
  • Donnelley Financial Solutions made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1617 holding.
  • True Wealth Design first reported a position in Donnelley Financial Solutions in Q1 2025 and has held it in 4 quarters since.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.