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Donnelley Financial Solution (DFIN)

CUSIP: 25787G100 | NYSE | Technology · Software - Application | Small Cap | 788 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GVanguard Capital Management LLC1,241,8035.0%−3,320Sep 30, 202692d ahead of 13F (1,056,961 sh) · +184,842
13GVanguard Capital Management LLC1,241,803
5.0% of class · Sep 30, 2026−3,320
92d ahead of 13F (1,056,961 sh) · +184,842

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP702,853
0.0% of portfolio›$33.2M
Boston Trust Walden Corp428,206
0.2% of portfolio›$20.2M
Access Investment Management LLC309,060
3.5% of portfolio›$14.6M
Creative Planning126,126
0.0% of portfolio›$6.0M
Allspring Global Investments Holdings, LLC122,327
0.0% of portfolio›$5.8M
Principal Financial Group Inc118,715
0.0% of portfolio›$5.6M
Marathon Asset Management Ltd110,451
0.2% of portfolio›$5.2M
Bridge City Capital, LLC105,187
1.0% of portfolio›$5.0M
Isthmus Partners, LLC76,603
0.3% of portfolio›$3.6M
Villanova Investment Management Co73,050
3.4% of portfolio›$3.4M
Assetmark, Inc51,125
0.0% of portfolio›$2.4M
Harbor Capital Advisors, Inc.43,498
0.3% of portfolio›$2.1M
New York State Teachers Retirement System42,757
0.0% of portfolio›$2.0M
Wedge Capital Management L L P35,818
0.0% of portfolio›$1.7M
Virginia Retirement Systems ET Al24,300
0.0% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC21,418
0.0% of portfolio›$541.1K
James Investment Research, Inc.17,362
0.1% of portfolio›$819.3K
OP Asset Management Ltd16,425
0.0% of portfolio›$775.1K
State of Wyoming13,825
0.1% of portfolio›$652.4K
Inspire Investing, LLC13,624
0.0% of portfolio›$642.9K
Illinois Municipal Retirement Fund12,732
0.0% of portfolio›$600.8K
State of Alaska, Department of Revenue12,418
0.0% of portfolio›$544.0K
NorthCrest Asset Manangement, LLC10,640
0.0% of portfolio›$534.1K
Y-Intercept (Hong Kong) Ltd10,581
0.0% of portfolio›$499.3K
Louisiana State Employees Retirement System10,500
0.0% of portfolio›$495.5K
Bokf, NA10,273
0.0% of portfolio›$484.8K
DekaBank Deutsche Girozentrale10,073
0.0% of portfolio›$471.0K
Lido Advisors, LLC9,042
0.0% of portfolio›$426.7K
Assenagon Asset Management S.A.6,896
0.0% of portfolio›$325.4K
Citigroup Inc6,669
0.0% of portfolio›$314.7K
Amalgamated Bank6,380
0.0% of portfolio›$301.0K
Arizona State Retirement System6,332
0.0% of portfolio›$298.8K
Yousif Capital Management, LLC6,168
0.0% of portfolio›$291.1K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,793
0.0% of portfolio›$273.4K
Swiss Life Asset Management Ltd5,709
0.0% of portfolio›$269.4K
Exchange Traded Concepts, LLC5,672
0.0% of portfolio›$267.7K
Oregon Public Employees Retirement Fund5,491
0.0% of portfolio›$259.1K
Commonwealth Equity Services, LLC5,087
0.0% of portfolio›$240.1K
Crescent Grove Advisors, LLC4,501
0.0% of portfolio›$212.4K
Vise Technologies, Inc.4,421
0.0% of portfolio›$208.6K
Fideuram - Intesa Sanpaolo Private Banking S.P.A.1,500
0.0% of portfolio›$70.8K
North Star Investment Management Corp.1,358
0.0% of portfolio›$64.1K
Signaturefd, LLC1,273
0.0% of portfolio›$60.1K
Nisa Investment Advisors, LLC1,090
0.0% of portfolio›$51.4K
Sterling Capital Management LLC743
0.0% of portfolio›$35.1K
Fortitude Family Office, LLC741
0.0% of portfolio›$35.0K
Farther Finance Advisors, LLC650
0.0% of portfolio›$30.7K
Blue Trust, Inc.627
0.0% of portfolio›$29.6K
EverSource Wealth Advisors, LLC551
0.0% of portfolio›$26.0K
Pinnacle Wealth Planning Services, Inc.460
0.0% of portfolio›$21.7K
SJS Investment Consulting Inc.391
0.0% of portfolio›$18.5K
Cedar Mountain Advisors, LLC385
0.0% of portfolio›$18.2K
Versant Capital Management, Inc315
0.0% of portfolio›$14.9K
TD Private Client Wealth LLC296
0.0% of portfolio›$14.0K
Essential Partners LLC278
0.0% of portfolio›$13.1K
Mather Group, Llc.233
0.0% of portfolio›$11.0K
Covestor Ltd225
0.0% of portfolio›$10
Root Financial Partners, LLC193
0.0% of portfolio›$9.1K
True Wealth Design, LLC184
0.0% of portfolio›$8.7K
SBI Securities Co., Ltd.172
0.0% of portfolio›$8.1K
Gamma Investing LLC171
0.0% of portfolio›$8.1K
Provenance Wealth Advisors, LLC146
0.0% of portfolio›$6.9K
Toth Financial Advisory Corp140
0.0% of portfolio›$6.6K
Salomon & Ludwin, LLC116
0.0% of portfolio›$5.5K
MassMutual Private Wealth & Trust, FSB76
0.0% of portfolio›$3.6K
Parkside Financial Bank & Trust69
0.0% of portfolio›$3.3K
Larson Financial Group LLC59
0.0% of portfolio›$2.8K
Fulcrum Asset Management LLP59
0.0% of portfolio›$2.8K
Moisand Fitzgerald Tamayo, LLC55
0.0% of portfolio›$2.6K
Torren Management, LLC37
0.0% of portfolio›$1.7K
Farmers & Merchants Investments Inc36
0.0% of portfolio›$1.7K
Parallel Advisors, LLC35
0.0% of portfolio›$1.7K
IFP Advisors, Inc30
0.0% of portfolio›$1.4K
UMB Private Wealth Management, LLC16
0.0% of portfolio›$755
Caitong International Asset Management Co., Ltd13
0.0% of portfolio›$613
Birch Financial Group, LLC12
0.0% of portfolio›$566
Bare Financial Services, Inc11
0.0% of portfolio›$519
Private Trust Co NA10
0.0% of portfolio›$472
JFS Wealth Advisors, LLC8
0.0% of portfolio›$378
Valley National Advisers Inc7
0.0% of portfolio›$331
CoreCap Advisors, LLC5
0.0% of portfolio›$236
Silver Grove Financial Group, Inc.5
0.0% of portfolio›$236
Abound Wealth Management3
0.0% of portfolio›$142
Financial Consulate, Inc2
0.0% of portfolio›$95
Gilpin Wealth Management, LLC2
0.0% of portfolio›$95
Davis Capital Management2
0.0% of portfolio›$94
Hughes Financial Services, LLC2
0.0% of portfolio›$122
Buck Wealth Strategies, LLC1
0.0% of portfolio›$47
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
702,853$33.2M0.0%IndexLowAustin, TX2026-11-04
Boston Trust Walden Corp
428,206$20.2M0.2%CoreLowBoston, MA2026-10-30
Access Investment Management LLC
309,060$14.6M3.5%Deep ValueLowAtlanta, GA2026-10-23
Creative Planning
126,126$6.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Allspring Global Investments Holdings, LLC
122,327$5.8M0.0%CoreMediumCharlotte, NC2026-11-04
Principal Financial Group Inc
118,715$5.6M0.0%CoreLowDes Moines, IA2026-11-02
Marathon Asset Management Ltd
110,451$5.2M0.2%ValueLowLondon, United Kingdom2026-10-26
Bridge City Capital, LLC
105,187$5.0M1.0%ValueMediumLake Oswego, OR2026-10-29
Isthmus Partners, LLC
76,603$3.6M0.3%ValueMediumMadison, WI2026-10-21
Villanova Investment Management Co
73,050$3.4M3.4%Deep ValueMediumWayne, PA2026-11-02
Assetmark, Inc
51,125$2.4M0.0%ETFLowConcord, CA2026-10-21
Harbor Capital Advisors, Inc.
43,498$2.1M0.3%ValueHighChicago, IL2026-10-22
New York State Teachers Retirement System
42,757$2.0M0.0%CoreVery LowAlbany, NY2026-10-22
Wedge Capital Management L L P
35,818$1.7M0.0%ValueMediumCharlotte, NC2026-10-13
Virginia Retirement Systems ET Al
24,300$1.1M0.0%CoreMediumRichmond, VA2026-10-28
Wealth Enhancement Advisory Services, LLC
21,418$541.1K0.0%CoreLowPlymouth, MN2026-10-13
James Investment Research, Inc.
17,362$819.3K0.1%CoreLowAlpha, OH2026-10-22
OP Asset Management Ltd
16,425$775.1K0.0%GrowthMediumHelsinki, Hungary2026-11-05
State of Wyoming
13,825$652.4K0.1%ValueHighCheyenne, WY2026-10-28
Inspire Investing, LLC
13,624$642.9K0.0%GARPHighMeridian, ID2026-10-22
Illinois Municipal Retirement Fund
12,732$600.8K0.0%CoreMediumOak Brook, IL2026-11-05
State of Alaska, Department of Revenue
12,418$544.0K0.0%CoreVery LowJuneau, AK2026-10-15
NorthCrest Asset Manangement, LLC
10,640$534.1K0.0%GrowthLowPlymouth, MN2026-10-13
Y-Intercept (Hong Kong) Ltd
10,581$499.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Louisiana State Employees Retirement System
10,500$495.5K0.0%IndexLowBaton Rouge, LA2026-10-20
Bokf, NA
10,273$484.8K0.0%CoreLowTulsa, OK2026-10-27
DekaBank Deutsche Girozentrale
10,073$471.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Lido Advisors, LLC
9,042$426.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Assenagon Asset Management S.A.
6,896$325.4K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Citigroup Inc
6,669$314.7K0.0%CoreMediumNew York, NY2026-11-04
Amalgamated Bank
6,380$301.0K0.0%CoreVery LowNew York, NY2026-10-23
Arizona State Retirement System
6,332$298.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
6,168$291.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
5,793$273.4K0.0%CoreLowHarrisburg, PA2026-11-03
Swiss Life Asset Management Ltd
5,709$269.4K0.0%CoreLowZurich, Switzerland2026-11-03
Exchange Traded Concepts, LLC
5,672$267.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Oregon Public Employees Retirement Fund
5,491$259.1K0.0%IndexVery LowTigard, OR2026-10-30
Commonwealth Equity Services, LLC
5,087$240.1K0.0%ETFLowWaltham, MA2026-11-02
Crescent Grove Advisors, LLC
4,501$212.4K0.0%ETFLowLake Forest, IL2026-10-21
Vise Technologies, Inc.
4,421$208.6K0.0%IndexLowNew York, NY2026-10-29
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
1,500$70.8K0.0%CoreHighTurin, Latvia2026-10-22
North Star Investment Management Corp.
1,358$64.1K0.0%CoreLowChicago, IL2026-10-27
Signaturefd, LLC
1,273$60.1K0.0%IndexLowAtlanta, GA2026-10-23
Nisa Investment Advisors, LLC
1,090$51.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Sterling Capital Management LLC
743$35.1K0.0%GARPMediumCharlotte, NC2026-10-22
Fortitude Family Office, LLC
741$35.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
650$30.7K0.0%IndexLowSan Francisco, CA2026-10-08
Blue Trust, Inc.
627$29.6K0.0%ETFLowBrentwood, TN2026-10-15
EverSource Wealth Advisors, LLC
551$26.0K0.0%CoreMediumBirmingham, AL2026-11-04
Pinnacle Wealth Planning Services, Inc.
460$21.7K0.0%GARPLowMansfield, OH2026-10-27
SJS Investment Consulting Inc.
391$18.5K0.0%ETFVery LowSylvania, OH2026-10-26
Cedar Mountain Advisors, LLC
385$18.2K0.0%ETFVery LowLake Oswego, OR2026-10-15
Versant Capital Management, Inc
315$14.9K0.0%GARPLowPhoenix, AZ2026-10-02
TD Private Client Wealth LLC
296$14.0K0.0%ETFLowNew York, NY2026-10-28
Essential Partners LLC
278$13.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Mather Group, Llc.
233$11.0K0.0%ETFMediumChicago, IL2026-10-14
Covestor Ltd
225$100.0%ValueHighLondon, United Kingdom2026-10-30
Root Financial Partners, LLC
193$9.1K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
184$8.7K0.0%ETFMediumAkron, OH2026-10-13
SBI Securities Co., Ltd.
172$8.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Gamma Investing LLC
171$8.1K0.0%IndexVery LowFoster City, CA2026-10-08
Provenance Wealth Advisors, LLC
146$6.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Toth Financial Advisory Corp
140$6.6K0.0%CoreLowLeesburg, VA2026-10-08
Salomon & Ludwin, LLC
116$5.5K0.0%ETFVery LowRichmond, VA2026-10-29
MassMutual Private Wealth & Trust, FSB
76$3.6K0.0%CoreLowSpringfield, MA2026-10-05
Parkside Financial Bank & Trust
69$3.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Larson Financial Group LLC
59$2.8K0.0%GrowthLowSt Louis, MO2026-11-05
Fulcrum Asset Management LLP
59$2.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
Moisand Fitzgerald Tamayo, LLC
55$2.6K0.0%ETFVery LowOrlando, FL2026-10-15
Torren Management, LLC
37$1.7K0.0%ETFMediumSan Diego, CA2026-10-29
Farmers & Merchants Investments Inc
36$1.7K0.0%CoreVery LowLincoln, NE2026-10-22
Parallel Advisors, LLC
35$1.7K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
30$1.4K0.0%GrowthLowTampa, FL2026-10-16
UMB Private Wealth Management, LLC
16$7550.0%GrowthN/AKansas City, MO2026-10-19
Caitong International Asset Management Co., Ltd
13$6130.0%GrowthVery HighHong Kong, South Korea2026-10-29
Birch Financial Group, LLC
12$5660.0%CoreLowKeene, NH2026-10-27
Bare Financial Services, Inc
11$5190.0%ETFVery LowGap, PA2026-11-04
Private Trust Co NA
10$4720.0%CoreLowCleveland, OH2026-10-20
JFS Wealth Advisors, LLC
8$3780.0%ETFVery LowHermitage, PA2026-11-03
Valley National Advisers Inc
7$3310.0%ETFLowBethlehem, PA2026-10-23
CoreCap Advisors, LLC
5$2360.0%ETFMediumSouthfield, MI2026-10-08
Silver Grove Financial Group, Inc.
5$2360.0%CoreMediumOrchard Park, NY2026-11-05
Abound Wealth Management
3$1420.0%ETFVery LowFranklin, TN2026-10-26
Financial Consulate, Inc
2$950.0%ETFLowHunt Valley, MD2026-10-23
Gilpin Wealth Management, LLC
2$950.0%GrowthLowDenver, CO2026-10-09
Davis Capital Management
2$940.0%CoreLowJacksonville, FL2026-10-08
Hughes Financial Services, LLC
2$1220.0%ETFLowHerndon, VA2026-10-30
Buck Wealth Strategies, LLC
1$470.0%ValueMediumDenver, CO2026-10-28