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Hennessy Advisors Inc’s Dream Finders Homes DFH Stock Holding History

Hennessy Advisors Inc’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
2025
Q2 		– Sell
-211,500
Closed -$4.77M – 355
2025
Q1 		$4.77M Sell
211,500
-24,200
-10% -$566K 0.16% 158
2024
Q4 		$5.48M Buy
235,700
+15,100
+7% +$462K 0.16% 136
2024
Q3 		$7.99M Buy
220,600
+24,700
+13% +$759K 0.26% 99
2024
Q2 		$5.06M Buy
+195,900
New +$6.19M 0.19% 144

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $242M AUM 20.33% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hennessy Advisors Inc's DFH Position: Q2 2025 in Review

Hennessy Advisors Inc sold out of Dream Finders Homes (DFH) in Q2 2025, closing a stake of 211,500 shares — an estimated $4.77M sold.

Hennessy Advisors Inc first reported a position in DFH in Q2 2024 and held it in 4 quarters. The position peaked at $7.99M in Q3 2024. 200 funds tracked by Wall St. Rank hold DFH as of Q2 2025.

  • Hennessy Advisors Inc reported no remaining Dream Finders Homes position as of Q2 2025 after selling out during the quarter.
  • Hennessy Advisors Inc sold 211,500 Dream Finders Homes shares in Q2 2025, an estimated $4.77M.
  • Hennessy Advisors Inc first reported a position in Dream Finders Homes in Q2 2024 and held it in 4 quarters.
  • Hennessy Advisors Inc's Dream Finders Homes position peaked at $7.99M in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2025.

Based on Hennessy Advisors Inc's 13F filing for Q2 2025, filed 21 Jul 2025.