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Capital Performance Advisors’s Dream Finders Homes DFH Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-5
Closed -$181 – 830
2024
Q3 		$181 Buy
+5
New +$154 ﹤0.01% 2579

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BlackRock
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ACP
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Vanguard Group
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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

Capital Performance Advisors's DFH Position: Q4 2024 in Review

Capital Performance Advisors sold out of Dream Finders Homes (DFH) in Q4 2024, closing a stake of 5 shares — an estimated $181 sold.

Capital Performance Advisors first reported a position in DFH in Q3 2024 and held it in 1 quarter. The position peaked at $181 in Q3 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2024.

  • Capital Performance Advisors reported no remaining Dream Finders Homes position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 5 Dream Finders Homes shares in Q4 2024, an estimated $181.
  • Capital Performance Advisors first reported a position in Dream Finders Homes in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Dream Finders Homes position peaked at $181 in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.