RJFSA
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Raymond James Financial Services Advisors’s Dream Finders Homes DFH Stock Holding History

Raymond James Financial Services Advisors’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
-5,280
Closed -$231K – 3441
2024
Q1 		$231K Buy
+5,280
New +$186K ﹤0.01% 3011

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 $6.73T AUM 46.02% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Raymond James Financial Services Advisors's DFH Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 5,280 shares — an estimated $231K sold.

Raymond James Financial Services Advisors first reported a position in DFH in Q1 2024 and held it in 1 quarter. The position peaked at $231K in Q1 2024. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

  • Raymond James Financial Services Advisors reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 5,280 Dream Finders Homes shares in Q2 2024, an estimated $231K.
  • Raymond James Financial Services Advisors first reported a position in Dream Finders Homes in Q1 2024 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's Dream Finders Homes position peaked at $231K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.