Arcus Capital Partners’s Dream Finders Homes DFH Stock Holding History

Arcus Capital Partners’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
2026 Q1	$6.62M	Sell	475,282 -398,536	-46%	-$7.08M	2.38%	10
2025 Q4	$14.9M	Sell	873,818 -73,303	-8%	-$1.5M	5.36%	5
2025 Q3	$24.5M	Sell	947,121 -17,800	-2%	-$489K	10.74%	3
2025 Q2	$24.2M	Sell	964,921 -266,383	-22%	-$5.99M	10.49%	2
2025 Q1	$27.8M	Sell	1,231,304 -830,037	-40%	-$19.4M	11.15%	2
2024 Q4	$90.1M	Buy	2,061,341 +359,659	+21%	+$11M	28.52%	1
2024 Q3	$61.6M	Sell	1,701,682 -94,749	-5%	-$2.91M	22.31%	1
2024 Q2	$46.4M	Sell	1,796,431 -264,910	-13%	-$8.37M	17.87%	1
2024 Q1	$90.1M	Sell	2,061,341 -209,603	-9%	-$7.38M	28.52%	1
2023 Q4	$80.7M	Sell	2,270,944 -625,107	-22%	-$15.6M	28.36%	1
2023 Q3	$64.4M	Buy	2,896,051 +61,900	+2%	+$1.61M	19.77%	1
2023 Q2	$69.7M	Sell	2,834,151 -32,865	-1%	-$592K	20.8%	1
2023 Q1	$38M	Sell	2,867,016 -61,900	-2%	-$731K	12.96%	3
2022 Q4	$25.4M	Sell	2,928,916 -117,370	-4%	-$1.18M	10.14%	3
2022 Q3	$32.3M	Sell	3,046,286 -20,000	-0.7%	-$241K	13.5%	2
2022 Q2	$32.6M	Buy	3,066,286 +76,029	+3%	+$1.2M	14.26%	2
2022 Q1	$51.1M	Buy	2,990,257 +3,230	+0.1%	+$62.1K	18.13%	1
2021 Q4	$58.1M	Buy	2,987,027 +236,083	+9%	+$4.12M	19.69%	1
2021 Q3	$47.7M	Buy	2,750,944 +2,547,994	+1,255%	+$53M	17.88%	1
2021 Q2	$4.96M	Buy	202,950 +90,500	+80%	+$2.34M	2.32%	11
2021 Q1	$2.71M	Buy	+112,450	New	+$2.76M	0.21%	17

Other funds holding DFH

BlackRock New York $5.7T 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return