DFIN — DONNELLEY FINL SOLUTIONS INC

Ownership history in True Wealth Design, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in DONNELLEY FINL SOLUTIONS INC (DFIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 11 — 0% 0.00% $566 $51.43
2025 Q2 UNCHANGED 11 — 0% 0.00% $679 $61.65
2025 Q1 INITIATED 11 — — 0.00% $481 $43.71
% of Fund (quarterly)    DFIN price (monthly, adj. close)

Other funds also holding DFIN

As of 2025 Q4 — sorted by position size

Simcoe Capital Management, LLC 3Y 7Y 8.77% Access Investment Management LLC 3.04% WINMILL & CO. INC 3Y 7Y 2.44% RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 1.97% Villanova Investment Management Co LLC 1.67% SHAPIRO CAPITAL MANAGEMENT LLC 3Y 7Y 1.21% Bridge City Capital, LLC 3Y 7Y 0.79% GLOBEFLEX CAPITAL L P 3Y 7Y 0.49% ISTHMUS PARTNERS, LLC 3Y 7Y 0.37% WESTWOOD HOLDINGS GROUP INC 3Y 7Y 0.3%
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