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Biltmore Family Office’s Dream Finders Homes DFH Stock Holding History

Biltmore Family Office’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
2021
Q4 		– Sell
-14,000
Closed -$243K – 232
2021
Q3 		$243K Hold
14,000
– – 0.06% 159
2021
Q2 		$342K Hold
14,000
– – 0.1% 129
2021
Q1 		$337K Buy
+14,000
New +$343K 0.11% 123

Other funds holding DFH

ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Biltmore Family Office's DFH Position: Q4 2021 in Review

Biltmore Family Office sold out of Dream Finders Homes (DFH) in Q4 2021, closing a stake of 14,000 shares — an estimated $243K sold.

Biltmore Family Office first reported a position in DFH in Q1 2021 and held it in 3 quarters. The position peaked at $342K in Q2 2021. 60 funds tracked by Wall St. Rank hold DFH as of Q4 2021.

  • Biltmore Family Office reported no remaining Dream Finders Homes position as of Q4 2021 after selling out during the quarter.
  • Biltmore Family Office sold 14,000 Dream Finders Homes shares in Q4 2021, an estimated $243K.
  • Biltmore Family Office first reported a position in Dream Finders Homes in Q1 2021 and held it in 3 quarters.
  • Biltmore Family Office's Dream Finders Homes position peaked at $342K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2021.

Based on Biltmore Family Office's 13F filing for Q4 2021, filed 11 Feb 2022.