Bretton Capital Management’s Dream Finders Homes DFH Stock Holding History

Bretton Capital 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
2026 Q3	$1.82M	Hold	170,500	–	–	1.54%	19
2026 Q2	$2.94M	Hold	170,500	–	–	2.35%	18
2026 Q1	$2.37M	Hold	170,500	–	–	2.17%	18
2025 Q4	$2.92M	Hold	170,500	–	–	2.44%	18
2025 Q3	$4.42M	Hold	170,500	–	–	3.73%	16
2025 Q2	$4.28M	Hold	170,500	–	–	3.87%	15
2025 Q1	$3.85M	Buy	170,500 +46,000	+37%	+$1.08M	3.64%	18
2024 Q4	$2.9M	Hold	124,500	–	–	2.79%	19
2024 Q3	$4.51M	Buy	+124,500	New	+$3.82M	4.3%	15

Other funds holding DFH

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bretton Capital Management's DFH Position: Q3 2026 in Review

Bretton Capital Management held its Dream Finders Homes (DFH) position steady in Q3 2026 at 170,500 shares worth $1.82M. The position accounts for 1.54% of the portfolio, ranked #19.

Bretton Capital Management first reported a position in DFH in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.51M in Q3 2024. 79 funds tracked by Wall St. Rank hold DFH as of Q3 2026.

Bretton Capital Management held 170,500 shares of Dream Finders Homes worth $1.82M as of Q3 2026.
Bretton Capital Management left its Dream Finders Homes share count unchanged in Q3 2026.
Dream Finders Homes made up 1.54% of Bretton Capital Management's portfolio in Q3 2026, its #19 holding.
Bretton Capital Management first reported a position in Dream Finders Homes in Q3 2024 and has held it in 9 quarters since.
Bretton Capital Management's Dream Finders Homes position peaked at $4.51M in Q3 2024.
79 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2026.

Based on Bretton Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.