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Bleakley Financial Group’s Dream Finders Homes DFH Stock Holding History

Bleakley Financial Group’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
-21,217
Closed -$768K – 1060
2024
Q3 		$768K Sell
21,217
-348
-2% -$10.7K 0.02% 470
2024
Q2 		$557K Buy
21,565
+1,259
+6% +$39.8K 0.02% 578
2024
Q1 		$888K Buy
20,306
+10
+0% +$352 0.03% 458
2023
Q4 		$721K Buy
20,296
+42
+0.2% +$1.04K 0.02% 490
2023
Q3 		$450K Sell
20,254
-26
-0.1% -$675 0.02% 571
2023
Q2 		$499K Sell
20,280
-17
-0.1% -$306 0.02% 586
2023
Q1 		$269K Buy
+20,297
New +$240K 0.01% 739

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Bleakley Financial Group's DFH Position: Q4 2024 in Review

Bleakley Financial Group sold out of Dream Finders Homes (DFH) in Q4 2024, closing a stake of 21,217 shares — an estimated $768K sold.

Bleakley Financial Group first reported a position in DFH in Q1 2023 and held it in 7 quarters. The position peaked at $888K in Q1 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2024.

  • Bleakley Financial Group reported no remaining Dream Finders Homes position as of Q4 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 21,217 Dream Finders Homes shares in Q4 2024, an estimated $768K.
  • Bleakley Financial Group first reported a position in Dream Finders Homes in Q1 2023 and held it in 7 quarters.
  • Bleakley Financial Group's Dream Finders Homes position peaked at $888K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2024.

Based on Bleakley Financial Group's 13F filing for Q4 2024, filed 27 Jan 2025.