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Avalon Trust’s Dream Finders Homes DFH Stock Holding History

Avalon Trust’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
-1,200
Closed -$31.1K – 485
2025
Q3 		$31.1K Hold
1,200
– – ﹤0.01% 364
2025
Q2 		$30.2K Hold
1,200
– – ﹤0.01% 299
2025
Q1 		$27.1K Hold
1,200
– – ﹤0.01% 319
2024
Q4 		$27.9K Hold
1,200
– – ﹤0.01% 275
2024
Q3 		$43.5K Sell
1,200
-10
-0.8% -$307 ﹤0.01% 228
2024
Q2 		$31.2K Sell
1,210
-153
-11% -$4.84K ﹤0.01% 241
2024
Q1 		$59.6K Hold
1,363
– – ﹤0.01% 206
2023
Q4 		$48.4K Buy
+1,363
New +$33.9K ﹤0.01% 214

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

Avalon Trust's DFH Position: Q4 2025 in Review

Avalon Trust sold out of Dream Finders Homes (DFH) in Q4 2025, closing a stake of 1,200 shares — an estimated $31.1K sold.

Avalon Trust first reported a position in DFH in Q4 2023 and held it in 8 quarters. The position peaked at $59.6K in Q1 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2025.

  • Avalon Trust reported no remaining Dream Finders Homes position as of Q4 2025 after selling out during the quarter.
  • Avalon Trust sold 1,200 Dream Finders Homes shares in Q4 2025, an estimated $31.1K.
  • Avalon Trust first reported a position in Dream Finders Homes in Q4 2023 and held it in 8 quarters.
  • Avalon Trust's Dream Finders Homes position peaked at $59.6K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.