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Institute for Wealth Management’s Dream Finders Homes DFH Stock Holding History

Institute for 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
Q4 		– Sell
-10,670
Closed -$386K – 525
2024
Q3 		$386K Buy
+10,670
New +$328K 0.05% 354

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Institute for Wealth Management's DFH Position: Q4 2024 in Review

Institute for Wealth Management sold out of Dream Finders Homes (DFH) in Q4 2024, closing a stake of 10,670 shares — an estimated $386K sold.

Institute for Wealth Management first reported a position in DFH in Q3 2024 and held it in 1 quarter. The position peaked at $386K in Q3 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2024.

  • Institute for Wealth Management reported no remaining Dream Finders Homes position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 10,670 Dream Finders Homes shares in Q4 2024, an estimated $386K.
  • Institute for Wealth Management first reported a position in Dream Finders Homes in Q3 2024 and held it in 1 quarter.
  • Institute for Wealth Management's Dream Finders Homes position peaked at $386K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.