CAPTRUST Financial Advisors
DFH icon

CAPTRUST Financial Advisors’s Dream Finders Homes DFH Stock Holding History

CAPTRUST Financial 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
2025
Q2 		– Sell
-35,743
Closed -$806K – 2532
2025
Q1 		$806K Buy
+35,743
New +$836K ﹤0.01% 1390
2024
Q4 		– Sell
-5,594
Closed -$203K – 2320
2024
Q3 		$203K Sell
5,594
-17,121
-75% -$526K ﹤0.01% 2129
2024
Q2 		$587K Buy
22,715
+11,367
+100% +$359K ﹤0.01% 1425
2024
Q1 		$496K Buy
+11,348
New +$400K ﹤0.01% 1486
2022
Q3 		– Sell
-31
Closed – – 2551
2022
Q2 		$0 Buy
+31
New +$490 ﹤0.01% 4969

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
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
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors's DFH Position: Q2 2025 in Review

CAPTRUST Financial Advisors sold out of Dream Finders Homes (DFH) in Q2 2025, closing a stake of 35,743 shares — an estimated $806K sold.

CAPTRUST Financial Advisors first reported a position in DFH in Q2 2022 and held it in 5 quarters. The position peaked at $806K in Q1 2025. 200 funds tracked by Wall St. Rank hold DFH as of Q2 2025.

  • CAPTRUST Financial Advisors reported no remaining Dream Finders Homes position as of Q2 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 35,743 Dream Finders Homes shares in Q2 2025, an estimated $806K.
  • CAPTRUST Financial Advisors first reported a position in Dream Finders Homes in Q2 2022 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Dream Finders Homes position peaked at $806K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.