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Annis Gardner Whiting Capital Advisors’s Dream Finders Homes DFH Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q4 		– Sell
-28
Closed -$726 – 1244
2025
Q3 		$726 Hold
28
– – ﹤0.01% 1034
2025
Q2 		$704 Buy
+28
New +$629 ﹤0.01% 1141

Other funds holding DFH

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

Annis Gardner Whiting Capital Advisors's DFH Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Dream Finders Homes (DFH) in Q4 2025, closing a stake of 28 shares — an estimated $726 sold.

Annis Gardner Whiting Capital Advisors first reported a position in DFH in Q2 2025 and held it in 2 quarters. The position peaked at $726 in Q3 2025. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Dream Finders Homes position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 28 Dream Finders Homes shares in Q4 2025, an estimated $726.
  • Annis Gardner Whiting Capital Advisors first reported a position in Dream Finders Homes in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Dream Finders Homes position peaked at $726 in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.