CFA
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Carroll Financial Associates’s Dream Finders Homes DFH Stock Holding History

Carroll Financial Associates’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 		$0 Hold
35
– – ﹤0.01% 1677
2021
Q3 		$0 Hold
35
– – ﹤0.01% 1802
2021
Q2 		$0 Buy
+35
New +$904 ﹤0.01% 1717

Other funds holding DFH

ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

Carroll Financial Associates's DFH Position: Q4 2021 in Review

Carroll Financial Associates held its Dream Finders Homes (DFH) position steady in Q4 2021 at 35 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Carroll Financial Associates first reported a position in DFH in Q2 2021 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold DFH as of Q4 2021.

  • Carroll Financial Associates held 35 shares of Dream Finders Homes worth $0 as of Q4 2021.
  • Carroll Financial Associates left its Dream Finders Homes share count unchanged in Q4 2021.
  • Dream Finders Homes made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1677 holding.
  • Carroll Financial Associates first reported a position in Dream Finders Homes in Q2 2021 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.