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Algert Global’s Dream Finders Homes DFH Stock Holding History

Algert Global’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
Q2 		– Sell
-19,950
Closed -$450K – 1206
2025
Q1 		$450K Buy
+19,950
New +$466K 0.01% 937
2024
Q4 		– Sell
-24,490
Closed -$887K – 1208
2024
Q3 		$887K Sell
24,490
-26,131
-52% -$803K 0.02% 771
2024
Q2 		$1.31M Sell
50,621
-4,892
-9% -$155K 0.04% 607
2024
Q1 		$2.43M Buy
55,513
+2,906
+6% +$102K 0.1% 349
2023
Q4 		$1.87M Buy
52,607
+21,940
+72% +$546K 0.08% 432
2023
Q3 		$682K Buy
30,667
+19,040
+164% +$495K 0.03% 652
2023
Q2 		$286K Buy
+11,627
New +$209K 0.01% 918

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 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

Algert Global's DFH Position: Q2 2025 in Review

Algert Global sold out of Dream Finders Homes (DFH) in Q2 2025, closing a stake of 19,950 shares — an estimated $450K sold.

Algert Global first reported a position in DFH in Q2 2023 and held it in 7 quarters. The position peaked at $2.43M in Q1 2024. 200 funds tracked by Wall St. Rank hold DFH as of Q2 2025.

  • Algert Global reported no remaining Dream Finders Homes position as of Q2 2025 after selling out during the quarter.
  • Algert Global sold 19,950 Dream Finders Homes shares in Q2 2025, an estimated $450K.
  • Algert Global first reported a position in Dream Finders Homes in Q2 2023 and held it in 7 quarters.
  • Algert Global's Dream Finders Homes position peaked at $2.43M in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2025.

Based on Algert Global's 13F filing for Q2 2025, filed 14 Aug 2025.