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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
Q2 		$4.77M Sell
276,258
-199,024
-42% -$2.93M 1.97% 11
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arcus Capital Partners's DFH Position: Q2 2026 in Review

Arcus Capital Partners reduced its Dream Finders Homes (DFH) stake by 42% in Q2 2026, selling an estimated $2.93M and leaving 276,258 shares worth $4.77M. The position accounts for 1.97% of the portfolio, ranked #11.

Arcus Capital Partners first reported a position in DFH in Q1 2021 and has held it in 22 quarters since. The position peaked at $90.1M in Q4 2024. 205 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Arcus Capital Partners held 276,258 shares of Dream Finders Homes worth $4.77M as of Q2 2026.
  • Arcus Capital Partners sold 199,024 Dream Finders Homes shares in Q2 2026, an estimated $2.93M.
  • Dream Finders Homes made up 1.97% of Arcus Capital Partners's portfolio in Q2 2026, its #11 holding.
  • Arcus Capital Partners first reported a position in Dream Finders Homes in Q1 2021 and has held it in 22 quarters since.
  • Arcus Capital Partners's Dream Finders Homes position peaked at $90.1M in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Arcus Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.