Connor, Clark & Lunn Investment Management (CC&L)’s Dream Finders Homes DFH Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	-56,678	Closed	-$2.05M	–	1447
2024 Q3	$2.05M	Sell	56,678 -51,546	-48%	-$1.58M	0.01%	661
2024 Q2	$2.79M	Sell	108,224 -49,708	-31%	-$1.57M	0.01%	568
2024 Q1	$6.91M	Buy	157,932 +10,714	+7%	+$377K	0.03%	369
2023 Q4	$5.23M	Buy	147,218 +60,412	+70%	+$1.5M	0.02%	413
2023 Q3	$1.93M	Buy	86,806 +54,467	+168%	+$1.41M	0.01%	632
2023 Q2	$795K	Buy	+32,339	New	+$582K	﹤0.01%	862

Other funds holding DFH

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L)'s DFH Position: Q4 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Dream Finders Homes (DFH) in Q4 2024, closing a stake of 56,678 shares — an estimated $2.05M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in DFH in Q2 2023 and held it in 6 quarters. The position peaked at $6.91M in Q1 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2024.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Dream Finders Homes position as of Q4 2024 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 56,678 Dream Finders Homes shares in Q4 2024, an estimated $2.05M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Dream Finders Homes in Q2 2023 and held it in 6 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Dream Finders Homes position peaked at $6.91M in Q1 2024.
191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2024, filed 10 Feb 2025.