RJA
DFH icon

Raymond James & Associates’s Dream Finders Homes DFH Stock Holding History

Raymond James & 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
-11,224
Closed -$491K – 3993
2024
Q1 		$491K Sell
11,224
-10,956
-49% -$386K ﹤0.01% 3072
2023
Q4 		$788K Buy
+22,180
New +$552K ﹤0.01% 2667

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

Raymond James & Associates's DFH Position: Q2 2024 in Review

Raymond James & Associates sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 11,224 shares — an estimated $491K sold.

Raymond James & Associates first reported a position in DFH in Q4 2023 and held it in 2 quarters. The position peaked at $788K in Q4 2023. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

  • Raymond James & Associates reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
  • Raymond James & Associates sold 11,224 Dream Finders Homes shares in Q2 2024, an estimated $491K.
  • Raymond James & Associates first reported a position in Dream Finders Homes in Q4 2023 and held it in 2 quarters.
  • Raymond James & Associates's Dream Finders Homes position peaked at $788K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on Raymond James & Associates's 13F filing for Q2 2024, filed 19 Jul 2024.