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Cornerstone Investment Partners’s Dream Finders Homes DFH Stock Holding History

Cornerstone Investment Partners’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
-7,106
Closed -$257K – 257
2024
Q3 		$257K Buy
+7,106
New +$218K 0.01% 133
2024
Q2 		– Sell
-7,459
Closed -$326K – 238
2024
Q1 		$326K Hold
7,459
– – 0.02% 113
2023
Q4 		$265K Buy
+7,459
New +$186K 0.01% 124

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CB
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Janus Henderson Group
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State Street
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Dimensional Fund Advisors
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Geode Capital Management
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FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Cornerstone Investment Partners's DFH Position: Q4 2024 in Review

Cornerstone Investment Partners sold out of Dream Finders Homes (DFH) in Q4 2024, closing a stake of 7,106 shares — an estimated $257K sold.

Cornerstone Investment Partners first reported a position in DFH in Q4 2023 and held it in 3 quarters. The position peaked at $326K in Q1 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2024.

  • Cornerstone Investment Partners reported no remaining Dream Finders Homes position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Investment Partners sold 7,106 Dream Finders Homes shares in Q4 2024, an estimated $257K.
  • Cornerstone Investment Partners first reported a position in Dream Finders Homes in Q4 2023 and held it in 3 quarters.
  • Cornerstone Investment Partners's Dream Finders Homes position peaked at $326K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2024.

Based on Cornerstone Investment Partners's 13F filing for Q4 2024, filed 6 Feb 2025.