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Eschler Asset Management’s Dream Finders Homes DFH Stock Holding History

Eschler Asset Management’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
2023
Q2 		– Sell
-15,385
Closed -$204K – 52
2023
Q1 		$204K Hold
15,385
– – 0.16% 64
2022
Q4 		$133K Buy
+15,385
New +$154K 0.25% 51
2022
Q3 		– Sell
-15,000
Closed -$160K – 41
2022
Q2 		$160K Buy
+15,000
New +$237K 0.33% 46

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eschler Asset Management's DFH Position: Q2 2023 in Review

Eschler Asset Management sold out of Dream Finders Homes (DFH) in Q2 2023, closing a stake of 15,385 shares — an estimated $204K sold.

Eschler Asset Management first reported a position in DFH in Q2 2022 and held it in 3 quarters. The position peaked at $204K in Q1 2023. 110 funds tracked by Wall St. Rank hold DFH as of Q2 2023.

  • Eschler Asset Management reported no remaining Dream Finders Homes position as of Q2 2023 after selling out during the quarter.
  • Eschler Asset Management sold 15,385 Dream Finders Homes shares in Q2 2023, an estimated $204K.
  • Eschler Asset Management first reported a position in Dream Finders Homes in Q2 2022 and held it in 3 quarters.
  • Eschler Asset Management's Dream Finders Homes position peaked at $204K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2023.

Based on Eschler Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.