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Colonial Trust Advisors’s Dream Finders Homes DFH Stock Holding History

Colonial Trust 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
-347
Closed -$12.6K – 707
2024
Q3 		$12.6K Hold
347
– – ﹤0.01% 508
2024
Q2 		$8.96K Hold
347
– – ﹤0.01% 533
2024
Q1 		$15.2K Hold
347
– – ﹤0.01% 524
2023
Q4 		$12.3K Hold
347
– – ﹤0.01% 479
2023
Q3 		$7.71K Hold
347
– – ﹤0.01% 546
2023
Q2 		$8.53K Hold
347
– – ﹤0.01% 549
2023
Q1 		$4.6K Hold
347
– – ﹤0.01% 631
2022
Q4 		$3K Buy
+347
New +$3.48K ﹤0.01% 676

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

Colonial Trust Advisors's DFH Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Dream Finders Homes (DFH) in Q4 2024, closing a stake of 347 shares — an estimated $12.6K sold.

Colonial Trust Advisors first reported a position in DFH in Q4 2022 and held it in 8 quarters. The position peaked at $15.2K in Q1 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2024.

  • Colonial Trust Advisors reported no remaining Dream Finders Homes position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 347 Dream Finders Homes shares in Q4 2024, an estimated $12.6K.
  • Colonial Trust Advisors first reported a position in Dream Finders Homes in Q4 2022 and held it in 8 quarters.
  • Colonial Trust Advisors's Dream Finders Homes position peaked at $15.2K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.