BWA
DFH icon

BDO Wealth Advisors’s Dream Finders Homes DFH Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$31.7K Hold
1,288
– – ﹤0.01% 504
2023
Q1 		$17.1K Sell
1,288
-1,500
-54% -$17.7K ﹤0.01% 603
2022
Q4 		$24.1K Hold
2,788
– – ﹤0.01% 540
2022
Q3 		$30K Hold
2,788
– – ﹤0.01% 493
2022
Q2 		$30K Hold
2,788
– – ﹤0.01% 494
2022
Q1 		$48K Sell
2,788
-2,789
-50% -$53.6K 0.01% 436
2021
Q4 		$108K Buy
+5,577
New +$97.2K 0.01% 346

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BDO Wealth Advisors's DFH Position: Q2 2023 in Review

BDO Wealth Advisors held its Dream Finders Homes (DFH) position steady in Q2 2023 at 1,288 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

BDO Wealth Advisors first reported a position in DFH in Q4 2021 and has held it in 7 quarters since. The position peaked at $108K in Q4 2021. 110 funds tracked by Wall St. Rank hold DFH as of Q2 2023.

  • BDO Wealth Advisors held 1,288 shares of Dream Finders Homes worth $31.7K as of Q2 2023.
  • BDO Wealth Advisors left its Dream Finders Homes share count unchanged in Q2 2023.
  • Dream Finders Homes made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #504 holding.
  • BDO Wealth Advisors first reported a position in Dream Finders Homes in Q4 2021 and has held it in 7 quarters since.
  • BDO Wealth Advisors's Dream Finders Homes position peaked at $108K in Q4 2021.
  • 110 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.