AWS
DFH icon

Atria Wealth Solutions’s Dream Finders Homes DFH Stock Holding History

Atria Wealth Solutions’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,813
Closed -$210K – 1996
2024
Q3 		$210K Buy
+5,813
New +$179K ﹤0.01% 1758
2024
Q2 		– Sell
-6,188
Closed -$271K – 1961
2024
Q1 		$271K Sell
6,188
-297
-5% -$10.5K ﹤0.01% 1629
2023
Q4 		$230K Sell
6,485
-3,921
-38% -$97.5K ﹤0.01% 1680
2023
Q3 		$231K Sell
10,406
-917
-8% -$23.8K ﹤0.01% 1592
2023
Q2 		$278K Buy
+11,323
New +$204K ﹤0.01% 1493

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Atria Wealth Solutions's DFH Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Dream Finders Homes (DFH) in Q4 2024, closing a stake of 5,813 shares — an estimated $210K sold.

Atria Wealth Solutions first reported a position in DFH in Q2 2023 and held it in 5 quarters. The position peaked at $278K in Q2 2023. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Dream Finders Homes position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,813 Dream Finders Homes shares in Q4 2024, an estimated $210K.
  • Atria Wealth Solutions first reported a position in Dream Finders Homes in Q2 2023 and held it in 5 quarters.
  • Atria Wealth Solutions's Dream Finders Homes position peaked at $278K in Q2 2023.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.