GWS
DFH icon

Glassman Wealth Services’s Dream Finders Homes DFH Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-143
Closed -$5.08K – 630
2023
Q4 		$5.08K Buy
+143
New +$3.56K ﹤0.01% 1076

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
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 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
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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Glassman Wealth Services's DFH Position: Q1 2024 in Review

Glassman Wealth Services sold out of Dream Finders Homes (DFH) in Q1 2024, closing a stake of 143 shares — an estimated $5.08K sold.

Glassman Wealth Services first reported a position in DFH in Q4 2023 and held it in 1 quarter. The position peaked at $5.08K in Q4 2023. 212 funds tracked by Wall St. Rank hold DFH as of Q1 2024.

  • Glassman Wealth Services reported no remaining Dream Finders Homes position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 143 Dream Finders Homes shares in Q1 2024, an estimated $5.08K.
  • Glassman Wealth Services first reported a position in Dream Finders Homes in Q4 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Dream Finders Homes position peaked at $5.08K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.