Wipfli Financial Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Wipfli Financial Advisors’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 Q3	$8K	Buy	+214	New	+$8.03K	﹤0.01%	1913

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Wipfli Financial Advisors's DFIN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Donnelley Financial Solutions (DFIN) in Q3 2022: 214 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1913 among its holdings.

200 funds tracked by Wall St. Rank hold DFIN as of Q3 2022.

Wipfli Financial Advisors held 214 shares of Donnelley Financial Solutions worth $8K as of Q3 2022.
Donnelley Financial Solutions was a new Wipfli Financial Advisors position in Q3 2022.
Donnelley Financial Solutions made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1913 holding.
200 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.