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Rehmann Capital Advisory Group’s Dream Finders Homes DFH Stock Holding History

Rehmann Capital Advisory Group’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
2023
Q1 		– Sell
-39,591
Closed -$343K – 555
2022
Q4 		$343K Hold
39,591
– – 0.04% 377
2022
Q3 		$420K Hold
39,591
– – 0.05% 318
2022
Q2 		$421K Hold
39,591
– – 0.05% 315
2022
Q1 		$676K Buy
39,591
+4,327
+12% +$83.2K 0.06% 258
2021
Q4 		$686K Hold
35,264
– – 0.06% 256
2021
Q3 		$611K Buy
35,264
+23,000
+188% +$479K 0.06% 279
2021
Q2 		$300K Hold
12,264
– – 0.03% 430
2021
Q1 		$295K Buy
+12,264
New +$301K 0.03% 405

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
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rehmann Capital Advisory Group's DFH Position: Q1 2023 in Review

Rehmann Capital Advisory Group sold out of Dream Finders Homes (DFH) in Q1 2023, closing a stake of 39,591 shares — an estimated $343K sold.

Rehmann Capital Advisory Group first reported a position in DFH in Q1 2021 and held it in 8 quarters. The position peaked at $686K in Q4 2021. 94 funds tracked by Wall St. Rank hold DFH as of Q1 2023.

  • Rehmann Capital Advisory Group reported no remaining Dream Finders Homes position as of Q1 2023 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 39,591 Dream Finders Homes shares in Q1 2023, an estimated $343K.
  • Rehmann Capital Advisory Group first reported a position in Dream Finders Homes in Q1 2021 and held it in 8 quarters.
  • Rehmann Capital Advisory Group's Dream Finders Homes position peaked at $686K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.