Brandywine Global Investment Management’s Dream Finders Homes DFH Stock Holding History

Brandywine Global Investment Management’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	-89,250	Closed	-$2.31M	–	622
2025 Q3	$2.31M	Buy	+89,250	New	+$2.45M	0.02%	468
2025 Q2	–	Sell	-130,112	Closed	-$2.94M	–	593
2025 Q1	$2.94M	Buy	+130,112	New	+$3.04M	0.02%	428
2024 Q4	–	Sell	-121,323	Closed	-$4.01M	–	603
2024 Q3	$4.01M	Sell	121,323 -3,373	-3%	-$104K	0.03%	441
2024 Q2	$3.22M	Buy	124,696 +54,365	+77%	+$1.72M	0.02%	489
2024 Q1	$3.08M	Sell	70,331 -468	-0.7%	-$16.5K	0.02%	499
2023 Q4	$2.52M	Sell	70,799 -7,367	-9%	-$183K	0.02%	517
2023 Q3	$1.74M	Sell	78,166 -1,243	-2%	-$32.3K	0.02%	569
2023 Q2	$1.95M	Buy	79,409 +56	+0.1%	+$1.01K	0.02%	551
2023 Q1	$1.05M	Buy	+79,353	New	+$937K	0.01%	645
2022 Q4	–	Sell	-26,526	Closed	-$281K	–	742
2022 Q3	$281K	Buy	+26,526	New	+$320K	﹤0.01%	694

Other funds holding DFH

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

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 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

Brandywine Global Investment Management's DFH Position: Q4 2025 in Review

Brandywine Global Investment Management sold out of Dream Finders Homes (DFH) in Q4 2025, closing a stake of 89,250 shares — an estimated $2.31M sold.

Brandywine Global Investment Management first reported a position in DFH in Q3 2022 and held it in 10 quarters. The position peaked at $4.01M in Q3 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2025.

Brandywine Global Investment Management reported no remaining Dream Finders Homes position as of Q4 2025 after selling out during the quarter.
Brandywine Global Investment Management sold 89,250 Dream Finders Homes shares in Q4 2025, an estimated $2.31M.
Brandywine Global Investment Management first reported a position in Dream Finders Homes in Q3 2022 and held it in 10 quarters.
Brandywine Global Investment Management's Dream Finders Homes position peaked at $4.01M in Q3 2024.
191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.