Wealth Enhancement Advisory Services’s Donnelley Financial Solutions DFIN Stock Holding History

Wealth Enhancement Advisory Services’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	$541K	Buy	21,418 +6,120	+40%	+$294K	﹤0.01%	2733
2026 Q2	$228K	Buy	15,298 +2,702	+21%	+$118K	﹤0.01%	3467
2026 Q1	$127K	Buy	12,596 +10,490	+498%	+$514K	﹤0.01%	3265
2025 Q4	$130K	Buy	2,106 +1,138	+118%	+$55K	﹤0.01%	3377
2025 Q3	$52K	Buy	+968	New	+$55.2K	﹤0.01%	3425

Other funds holding DFIN

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFIN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Donnelley Financial Solutions (DFIN) stake by 40% in Q3 2026, buying an estimated $294K and bringing the position to 21,418 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

Wealth Enhancement Advisory Services first reported a position in DFIN in Q3 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold DFIN as of Q3 2026.

Wealth Enhancement Advisory Services held 21,418 shares of Donnelley Financial Solutions worth $541K as of Q3 2026.
Wealth Enhancement Advisory Services bought 6,120 Donnelley Financial Solutions shares in Q3 2026, an estimated $294K.
Donnelley Financial Solutions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2733 holding.
Wealth Enhancement Advisory Services first reported a position in Donnelley Financial Solutions in Q3 2025 and has held it in 5 quarters since.
124 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.