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Vident Advisory’s Donnelley Financial Solutions DFIN Stock Holding History

Vident Advisory’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
Q2 		– Sell
-10,046
Closed -$439K – 1634
2025
Q1 		$439K Sell
10,046
-32,142
-76% -$1.78M 0.01% 1108
2024
Q4 		$2.65M Sell
42,188
-362
-0.9% -$22.6K 0.05% 354
2024
Q3 		$2.8M Sell
42,550
-11,742
-22% -$762K 0.07% 304
2024
Q2 		$3.24M Sell
54,292
-1,040
-2% -$63.5K 0.09% 235
2024
Q1 		$3.43M Buy
+55,332
New +$3.46M 0.07% 271

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vident Advisory's DFIN Position: Q2 2025 in Review

Vident Advisory sold out of Donnelley Financial Solutions (DFIN) in Q2 2025, closing a stake of 10,046 shares — an estimated $439K sold.

Vident Advisory first reported a position in DFIN in Q1 2024 and held it in 5 quarters. The position peaked at $3.43M in Q1 2024. 245 funds tracked by Wall St. Rank hold DFIN as of Q2 2025.

  • Vident Advisory reported no remaining Donnelley Financial Solutions position as of Q2 2025 after selling out during the quarter.
  • Vident Advisory sold 10,046 Donnelley Financial Solutions shares in Q2 2025, an estimated $439K.
  • Vident Advisory first reported a position in Donnelley Financial Solutions in Q1 2024 and held it in 5 quarters.
  • Vident Advisory's Donnelley Financial Solutions position peaked at $3.43M in Q1 2024.
  • 245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2025.

Based on Vident Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.