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Berkeley Inc’s Dream Finders Homes DFH Stock Holding History

Berkeley Inc’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
-23,898
Closed -$865K – 66
2024
Q3 		$865K Buy
+23,898
New +$734K 0.25% 50

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CB
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Janus Henderson Group
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State Street
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Geode Capital Management
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FAM
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Berkeley Inc's DFH Position: Q4 2024 in Review

Berkeley Inc sold out of Dream Finders Homes (DFH) in Q4 2024, closing a stake of 23,898 shares — an estimated $865K sold.

Berkeley Inc first reported a position in DFH in Q3 2024 and held it in 1 quarter. The position peaked at $865K in Q3 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2024.

  • Berkeley Inc reported no remaining Dream Finders Homes position as of Q4 2024 after selling out during the quarter.
  • Berkeley Inc sold 23,898 Dream Finders Homes shares in Q4 2024, an estimated $865K.
  • Berkeley Inc first reported a position in Dream Finders Homes in Q3 2024 and held it in 1 quarter.
  • Berkeley Inc's Dream Finders Homes position peaked at $865K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2024.

Based on Berkeley Inc's 13F filing for Q4 2024, filed 5 Mar 2025.