SWS
DFH icon

SYSTM Wealth Solutions’s Dream Finders Homes DFH Stock Holding History

SYSTM Wealth 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
2024
Q2 		– Sell
-7,612
Closed -$333K – 738
2024
Q1 		$333K Buy
+7,612
New +$268K 0.04% 335

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

SYSTM Wealth Solutions's DFH Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 7,612 shares — an estimated $333K sold.

SYSTM Wealth Solutions first reported a position in DFH in Q1 2024 and held it in 1 quarter. The position peaked at $333K in Q1 2024. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 7,612 Dream Finders Homes shares in Q2 2024, an estimated $333K.
  • SYSTM Wealth Solutions first reported a position in Dream Finders Homes in Q1 2024 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Dream Finders Homes position peaked at $333K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.