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Venturi Wealth Management’s Dream Finders Homes DFH Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-282
Closed -$6.56K – 881
2024
Q4 		$6.56K Buy
282
+93
+49% +$2.84K ﹤0.01% 1567
2024
Q3 		$6.84K Buy
189
+118
+166% +$3.62K ﹤0.01% 1301
2024
Q2 		$1.83K Hold
71
– – ﹤0.01% 1378
2024
Q1 		$3.1K Hold
71
– – ﹤0.01% 1170
2023
Q4 		$2.52K Hold
71
– – ﹤0.01% 1161
2023
Q3 		$1.58K Hold
71
– – ﹤0.01% 1218
2023
Q2 		$1.75K Buy
+71
New +$1.28K ﹤0.01% 943

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Venturi Wealth Management's DFH Position: Q1 2025 in Review

Venturi Wealth Management sold out of Dream Finders Homes (DFH) in Q1 2025, closing a stake of 282 shares — an estimated $6.56K sold.

Venturi Wealth Management first reported a position in DFH in Q2 2023 and held it in 7 quarters. The position peaked at $6.84K in Q3 2024. 196 funds tracked by Wall St. Rank hold DFH as of Q1 2025.

  • Venturi Wealth Management reported no remaining Dream Finders Homes position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 282 Dream Finders Homes shares in Q1 2025, an estimated $6.56K.
  • Venturi Wealth Management first reported a position in Dream Finders Homes in Q2 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Dream Finders Homes position peaked at $6.84K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.