AAS
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Avantax Advisory Services’s Dream Finders Homes DFH Stock Holding History

Avantax Advisory Services’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
Q2 		– Sell
-6,736
Closed -$295K – 2089
2024
Q1 		$295K Buy
+6,736
New +$237K ﹤0.01% 1303

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CB
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ACP
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State Street
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Geode Capital Management
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FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Avantax Advisory Services's DFH Position: Q2 2024 in Review

Avantax Advisory Services sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 6,736 shares — an estimated $295K sold.

Avantax Advisory Services first reported a position in DFH in Q1 2024 and held it in 1 quarter. The position peaked at $295K in Q1 2024. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

  • Avantax Advisory Services reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 6,736 Dream Finders Homes shares in Q2 2024, an estimated $295K.
  • Avantax Advisory Services first reported a position in Dream Finders Homes in Q1 2024 and held it in 1 quarter.
  • Avantax Advisory Services's Dream Finders Homes position peaked at $295K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.