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Baker Tilly Wealth Management’s Dream Finders Homes DFH Stock Holding History

Baker Tilly Wealth Management’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
-14,405
Closed -$630K – 312
2024
Q1 		$630K Buy
14,405
+2,277
+19% +$80.2K 0.11% 200
2023
Q4 		$431K Buy
12,128
+1,615
+15% +$40.2K 0.07% 313
2023
Q3 		$234K Sell
10,513
-2,763
-21% -$71.8K 0.04% 409
2023
Q2 		$326K Sell
13,276
-995
-7% -$17.9K 0.03% 439
2023
Q1 		$189K Sell
14,271
-1,296
-8% -$15.3K 0.02% 525
2022
Q4 		$135K Sell
15,567
-1,891
-11% -$18.9K 0.02% 517
2022
Q3 		$185K Buy
17,458
+2,494
+17% +$30.1K 0.03% 484
2022
Q2 		$159K Buy
14,964
+217
+1% +$3.43K 0.02% 478
2022
Q1 		$252K Buy
+14,747
New +$283K 0.03% 453

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Baker Tilly Wealth Management's DFH Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 14,405 shares — an estimated $630K sold.

Baker Tilly Wealth Management first reported a position in DFH in Q1 2022 and held it in 9 quarters. The position peaked at $630K in Q1 2024. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 14,405 Dream Finders Homes shares in Q2 2024, an estimated $630K.
  • Baker Tilly Wealth Management first reported a position in Dream Finders Homes in Q1 2022 and held it in 9 quarters.
  • Baker Tilly Wealth Management's Dream Finders Homes position peaked at $630K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.