SW
DFH icon

Simplicity Wealth’s Dream Finders Homes DFH Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-21,565
Closed -$557K – 665
2024
Q2 		$557K Buy
21,565
+1,259
+6% +$39.8K 0.01% 710
2024
Q1 		$888K Buy
+20,306
New +$715K 0.02% 553

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Wealth's DFH Position: Q3 2024 in Review

Simplicity Wealth sold out of Dream Finders Homes (DFH) in Q3 2024, closing a stake of 21,565 shares — an estimated $557K sold.

Simplicity Wealth first reported a position in DFH in Q1 2024 and held it in 2 quarters. The position peaked at $888K in Q1 2024. 195 funds tracked by Wall St. Rank hold DFH as of Q3 2024.

  • Simplicity Wealth reported no remaining Dream Finders Homes position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 21,565 Dream Finders Homes shares in Q3 2024, an estimated $557K.
  • Simplicity Wealth first reported a position in Dream Finders Homes in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Dream Finders Homes position peaked at $888K in Q1 2024.
  • 195 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.