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MB, Levis & Associates’s Dream Finders Homes DFH Stock Holding History

MB, Levis & Associates’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
-100
Closed -$4.37K – 291
2024
Q1 		$4.37K Buy
+100
New +$3.52K ﹤0.01% 225

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BlackRock
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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

MB, Levis & Associates's DFH Position: Q2 2024 in Review

MB, Levis & Associates sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 100 shares — an estimated $4.37K sold.

MB, Levis & Associates first reported a position in DFH in Q1 2024 and held it in 1 quarter. The position peaked at $4.37K in Q1 2024. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

  • MB, Levis & Associates reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
  • MB, Levis & Associates sold 100 Dream Finders Homes shares in Q2 2024, an estimated $4.37K.
  • MB, Levis & Associates first reported a position in Dream Finders Homes in Q1 2024 and held it in 1 quarter.
  • MB, Levis & Associates's Dream Finders Homes position peaked at $4.37K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on MB, Levis & Associates's 13F filing for Q2 2024, filed 7 May 2025.