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True Wealth Design, LLC → DFIN
True Wealth Design, LLC DFIN Position History
Donnelley Financial Solutions, Inc. • Financial Services
Quarters held
3
Latest value
$9K
Q3 2026
Peak value
$9K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $566 |
| Q2 2026 | $2K |
| Q3 2026 | $9K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9K | 184 | — | — |
| Q2 2026 | $2K | 57 | — | — |
| Q3 2025 | $566 | 11 | — | — |
Other funds holding DFIN
$54.7M
$50.4M
$50.4M
$40.6M
$34.6M