Cresset Asset Management, LLC
Holdings in DFIN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,045,355 | 65,225 | Shares | Sole | 2026-02-17 |
| 2025-03-31 | $2,434,778 | 55,703 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $3,527,747 | 56,237 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $7,460,315 | 113,327 | Shares | Defined | 2024-11-14 |
| 2024-06-30 | $6,745,883 | 113,148 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $6,511,669 | 105,010 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $3,343,343 | 53,605 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $3,020,941 | 53,677 | Shares | Defined | 2023-11-14 |
| 2023-06-30 | $2,440,635 | 53,605 | Shares | Defined | 2023-08-14 |
| 2023-03-31 | $2,101,307 | 51,427 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,988,851 | 51,458 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $1,908,872 | 51,633 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,514,322 | 51,701 | Shares | Sole | 2022-08-15 |