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Gibbs Wealth Management’s Dream Finders Homes DFH Stock Holding History

Gibbs Wealth 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
2024
Q2 		– Sell
-12,153
Closed -$531K – 236
2024
Q1 		$531K Buy
+12,153
New +$428K 0.31% 84

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Gibbs Wealth Management's DFH Position: Q2 2024 in Review

Gibbs Wealth Management sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 12,153 shares — an estimated $531K sold.

Gibbs Wealth Management first reported a position in DFH in Q1 2024 and held it in 1 quarter. The position peaked at $531K in Q1 2024. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

  • Gibbs Wealth Management reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
  • Gibbs Wealth Management sold 12,153 Dream Finders Homes shares in Q2 2024, an estimated $531K.
  • Gibbs Wealth Management first reported a position in Dream Finders Homes in Q1 2024 and held it in 1 quarter.
  • Gibbs Wealth Management's Dream Finders Homes position peaked at $531K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on Gibbs Wealth Management's 13F filing for Q2 2024, filed 4 Nov 2025.