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MPWM Advisory Solutions’s Dream Finders Homes DFH Stock Holding History

MPWM Advisory Solutions’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
Q1 		– Sell
-50
Closed -$1.16K – 739
2024
Q4 		$1.16K Buy
+50
New +$1.53K ﹤0.01% 526

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CB
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
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ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.61T AUM 30.72% 1-Year Est. Return

MPWM Advisory Solutions's DFH Position: Q1 2025 in Review

MPWM Advisory Solutions sold out of Dream Finders Homes (DFH) in Q1 2025, closing a stake of 50 shares — an estimated $1.16K sold.

MPWM Advisory Solutions first reported a position in DFH in Q4 2024 and held it in 1 quarter. The position peaked at $1.16K in Q4 2024. 196 funds tracked by Wall St. Rank hold DFH as of Q1 2025.

  • MPWM Advisory Solutions reported no remaining Dream Finders Homes position as of Q1 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 50 Dream Finders Homes shares in Q1 2025, an estimated $1.16K.
  • MPWM Advisory Solutions first reported a position in Dream Finders Homes in Q4 2024 and held it in 1 quarter.
  • MPWM Advisory Solutions's Dream Finders Homes position peaked at $1.16K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2025.

Based on MPWM Advisory Solutions's 13F filing for Q1 2025, filed 15 May 2025.