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Simplicity Solutions’s Dream Finders Homes DFH Stock Holding History

Simplicity Solutions’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
Q4 		$721K Buy
20,296
+42
+0.2% +$1.04K 0.02% 542
2023
Q3 		$450K Sell
20,254
-26
-0.1% -$675 0.01% 631
2023
Q2 		$499K Sell
20,280
-17
-0.1% -$306 0.01% 665
2023
Q1 		$269K Buy
+20,297
New +$240K 0.01% 898

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Simplicity Solutions's DFH Position: Q4 2023 in Review

Simplicity Solutions increased its Dream Finders Homes (DFH) stake by 0.21% in Q4 2023, buying an estimated $1.04K and bringing the position to 20,296 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #542.

Simplicity Solutions first reported a position in DFH in Q1 2023 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold DFH as of Q4 2023.

  • Simplicity Solutions held 20,296 shares of Dream Finders Homes worth $721K as of Q4 2023.
  • Simplicity Solutions bought 42 Dream Finders Homes shares in Q4 2023, an estimated $1.04K.
  • Dream Finders Homes made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #542 holding.
  • Simplicity Solutions first reported a position in Dream Finders Homes in Q1 2023 and has held it in 4 quarters since.
  • 183 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.