Morgan Stanley’s Dream Finders Homes DFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.87M Sell
233,511
-205,158
-47% -$5.16M ﹤0.01% 3927
2025
Q1
$9.9M Sell
438,669
-29,905
-6% -$675K ﹤0.01% 3348
2024
Q4
$10.9M Buy
468,574
+146,936
+46% +$3.42M ﹤0.01% 3327
2024
Q3
$11.6M Buy
321,638
+121,056
+60% +$4.38M ﹤0.01% 3311
2024
Q2
$5.18M Sell
200,582
-7,636
-4% -$197K ﹤0.01% 3841
2024
Q1
$9.11M Sell
208,218
-77,878
-27% -$3.41M ﹤0.01% 3422
2023
Q4
$10.2M Buy
286,096
+236,563
+478% +$8.41M ﹤0.01% 3899
2023
Q3
$1.1M Sell
49,533
-5,601
-10% -$125K ﹤0.01% 4740
2023
Q2
$1.36M Buy
55,134
+17,088
+45% +$420K ﹤0.01% 4650
2023
Q1
$504K Buy
38,046
+5,840
+18% +$77.4K ﹤0.01% 5248
2022
Q4
$279K Sell
32,206
-19,802
-38% -$171K ﹤0.01% 5525
2022
Q3
$552K Sell
52,008
-12,965
-20% -$138K ﹤0.01% 5224
2022
Q2
$690K Buy
64,973
+12,334
+23% +$131K ﹤0.01% 5252
2022
Q1
$899K Sell
52,639
-48,688
-48% -$832K ﹤0.01% 5072
2021
Q4
$1.97M Buy
101,327
+67,775
+202% +$1.32M ﹤0.01% 4596
2021
Q3
$581K Buy
33,552
+9,969
+42% +$173K ﹤0.01% 5400
2021
Q2
$576K Sell
23,583
-6,611
-22% -$161K ﹤0.01% 5440
2021
Q1
$727K Buy
+30,194
New +$727K ﹤0.01% 4931