Truist Financial’s Dream Finders Homes DFH Stock Holding History

Truist Financial’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	-18,823	Closed	-$823K	–	2668
2024 Q1	$823K	Buy	18,823 +1,765	+10%	+$62.2K	﹤0.01%	1700
2023 Q4	$606K	Buy	+17,058	New	+$424K	﹤0.01%	1871
2023 Q3	–	Sell	-10,738	Closed	-$264K	–	2608
2023 Q2	$264K	Sell	10,738 -61,100	-85%	-$1.1M	﹤0.01%	2313
2023 Q1	$952K	Hold	71,838	–	–	﹤0.01%	1579
2022 Q4	$622K	Hold	71,838	–	–	﹤0.01%	1808
2022 Q3	$761K	Buy	71,838 +60,000	+507%	+$723K	﹤0.01%	1614
2022 Q2	$126K	Sell	11,838 -1,635	-12%	-$25.8K	﹤0.01%	2523
2022 Q1	$230K	Buy	13,473 +2,981	+28%	+$57.3K	﹤0.01%	2464
2021 Q4	$204K	Buy	+10,492	New	+$183K	﹤0.01%	2578
2021 Q3	–	Sell	-9,696	Closed	-$237K	–	2728
2021 Q2	$237K	Sell	9,696 -4	-0%	-$103	﹤0.01%	2503
2021 Q1	$233K	Buy	+9,700	New	+$238K	﹤0.01%	2435

Other funds holding DFH

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Truist Financial's DFH Position: Q2 2024 in Review

Truist Financial sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 18,823 shares — an estimated $823K sold.

Truist Financial first reported a position in DFH in Q1 2021 and held it in 11 quarters. The position peaked at $952K in Q1 2023. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

Truist Financial reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
Truist Financial sold 18,823 Dream Finders Homes shares in Q2 2024, an estimated $823K.
Truist Financial first reported a position in Dream Finders Homes in Q1 2021 and held it in 11 quarters.
Truist Financial's Dream Finders Homes position peaked at $952K in Q1 2023.
184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on Truist Financial's 13F filing for Q2 2024, filed 21 Aug 2024.