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Wasatch Advisors’s Dream Finders Homes DFH Stock Holding History

Wasatch Advisors’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
Q4 		– Sell
-240,448
Closed -$8.71M – 236
2024
Q3 		$8.71M Sell
240,448
-47,567
-17% -$1.46M 0.04% 169
2024
Q2 		$7.44M Sell
288,015
-1,483
-0.5% -$46.9K 0.04% 172
2024
Q1 		$12.7M Sell
289,498
-47,020
-14% -$1.66M 0.07% 150
2023
Q4 		$12M Buy
336,518
+25,724
+8% +$640K 0.07% 144
2023
Q3 		$6.91M Sell
310,794
-132,417
-30% -$3.44M 0.04% 173
2023
Q2 		$10.9M Sell
443,211
-373,518
-46% -$6.73M 0.07% 150
2023
Q1 		$10.8M Buy
816,729
+43,956
+6% +$519K 0.07% 158
2022
Q4 		$6.69M Sell
772,773
-31,885
-4% -$320K 0.05% 187
2022
Q3 		$8.53M Sell
804,658
-79,899
-9% -$963K 0.06% 173
2022
Q2 		$9.41M Sell
884,557
-149,894
-14% -$2.37M 0.06% 174
2022
Q1 		$17.7M Sell
1,034,451
-143,261
-12% -$2.75M 0.09% 162
2021
Q4 		$22.9M Buy
1,177,712
+181,426
+18% +$3.16M 0.09% 164
2021
Q3 		$17.3M Buy
996,286
+65,506
+7% +$1.36M 0.07% 180
2021
Q2 		$22.7M Buy
+930,780
New +$24M 0.09% 174

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Wasatch Advisors's DFH Position: Q4 2024 in Review

Wasatch Advisors sold out of Dream Finders Homes (DFH) in Q4 2024, closing a stake of 240,448 shares — an estimated $8.71M sold.

Wasatch Advisors first reported a position in DFH in Q2 2021 and held it in 14 quarters. The position peaked at $22.9M in Q4 2021. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2024.

  • Wasatch Advisors reported no remaining Dream Finders Homes position as of Q4 2024 after selling out during the quarter.
  • Wasatch Advisors sold 240,448 Dream Finders Homes shares in Q4 2024, an estimated $8.71M.
  • Wasatch Advisors first reported a position in Dream Finders Homes in Q2 2021 and held it in 14 quarters.
  • Wasatch Advisors's Dream Finders Homes position peaked at $22.9M in Q4 2021.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2024.

Based on Wasatch Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.