Aviva’s Dream Finders Homes DFH Stock Holding History

Aviva’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	-5,511	Closed	-$241K	–	928
2024 Q1	$241K	Sell	5,511 -17,161	-76%	-$604K	﹤0.01%	937
2023 Q4	$806K	Buy	+22,672	New	+$564K	﹤0.01%	711

Other funds holding DFH

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

ACP

Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Aviva's DFH Position: Q2 2024 in Review

Aviva sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 5,511 shares — an estimated $241K sold.

Aviva first reported a position in DFH in Q4 2023 and held it in 2 quarters. The position peaked at $806K in Q4 2023. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

Aviva reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
Aviva sold 5,511 Dream Finders Homes shares in Q2 2024, an estimated $241K.
Aviva first reported a position in Dream Finders Homes in Q4 2023 and held it in 2 quarters.
Aviva's Dream Finders Homes position peaked at $806K in Q4 2023.
184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on Aviva's 13F filing for Q2 2024, filed 2 Aug 2024.