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Oppenheimer & Co’s Dream Finders Homes DFH Stock Holding History

Oppenheimer & Co’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
-35,913
Closed -$1.57M – 1448
2024
Q1 		$1.57M Buy
+35,913
New +$1.26M 0.03% 588

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Oppenheimer & Co's DFH Position: Q2 2024 in Review

Oppenheimer & Co sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 35,913 shares — an estimated $1.57M sold.

Oppenheimer & Co first reported a position in DFH in Q1 2024 and held it in 1 quarter. The position peaked at $1.57M in Q1 2024. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

  • Oppenheimer & Co reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 35,913 Dream Finders Homes shares in Q2 2024, an estimated $1.57M.
  • Oppenheimer & Co first reported a position in Dream Finders Homes in Q1 2024 and held it in 1 quarter.
  • Oppenheimer & Co's Dream Finders Homes position peaked at $1.57M in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on Oppenheimer & Co's 13F filing for Q2 2024, filed 8 Aug 2024.