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Precision Wealth Strategies’s Dream Finders Homes DFH Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-16,233
Closed -$408K – 171
2025
Q2 		$408K Buy
16,233
+1,062
+7% +$23.9K 0.13% 122
2025
Q1 		$342K Buy
15,171
+3,044
+25% +$71.2K 0.26% 75
2024
Q4 		$282K Buy
12,127
+1,429
+13% +$43.7K 0.22% 98
2024
Q3 		$387K Buy
10,698
+1,598
+18% +$49.1K 0.36% 72
2024
Q2 		$235K Sell
9,100
-3,251
-26% -$103K 0.24% 91
2024
Q1 		$540K Sell
12,351
-420
-3% -$14.8K 0.51% 35
2023
Q4 		$454K Buy
12,771
+2
+0% +$50 0.44% 36
2023
Q3 		$284K Buy
12,769
+260
+2% +$6.75K 0.31% 64
2023
Q2 		$308K Sell
12,509
-317
-2% -$5.71K 0.5% 42
2023
Q1 		$170K Sell
12,826
-485
-4% -$5.73K 0.27% 67
2022
Q4 		$115K Sell
13,311
-181
-1% -$1.81K 0.12% 102
2022
Q3 		$137K Buy
13,492
+1,124
+9% +$13.5K 0.12% 120
2022
Q2 		$148K Buy
+12,368
New +$195K 0.12% 142

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
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
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 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

Precision Wealth Strategies's DFH Position: Q3 2025 in Review

Precision Wealth Strategies sold out of Dream Finders Homes (DFH) in Q3 2025, closing a stake of 16,233 shares — an estimated $408K sold.

Precision Wealth Strategies first reported a position in DFH in Q2 2022 and held it in 13 quarters. The position peaked at $540K in Q1 2024. 196 funds tracked by Wall St. Rank hold DFH as of Q3 2025.

  • Precision Wealth Strategies reported no remaining Dream Finders Homes position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 16,233 Dream Finders Homes shares in Q3 2025, an estimated $408K.
  • Precision Wealth Strategies first reported a position in Dream Finders Homes in Q2 2022 and held it in 13 quarters.
  • Precision Wealth Strategies's Dream Finders Homes position peaked at $540K in Q1 2024.
  • 196 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.