Campbell & Co Investment Adviser’s Dream Finders Homes DFH Stock Holding History

Campbell & Co Investment Adviser’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	$940K	Buy	54,488 +41,365	+315%	+$608K	0.05%	561
2026 Q1	$183K	Sell	13,123 -20,657	-61%	-$367K	0.01%	972
2025 Q4	$578K	Buy	33,780 +8,467	+33%	+$173K	0.03%	767
2025 Q3	$656K	Buy	+25,313	New	+$695K	0.05%	608
2025 Q2	–	Sell	-35,408	Closed	-$799K	–	1198
2025 Q1	$799K	Buy	35,408 +6,963	+24%	+$163K	0.06%	510
2024 Q4	$662K	Sell	28,445 -14,004	-33%	-$428K	0.05%	553
2024 Q3	$1.54M	Buy	42,449 +1,470	+4%	+$45.2K	0.11%	272
2024 Q2	$1.06M	Buy	40,979 +17,603	+75%	+$556K	0.09%	342
2024 Q1	$1.02M	Sell	23,376 -20,716	-47%	-$729K	0.09%	389
2023 Q4	$1.57M	Buy	+44,092	New	+$1.1M	0.14%	215

Other funds holding DFH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JSC

Jackson Square Capital San Francisco, California $719M AUM 144.18% 1-Year Est. Return

Campbell & Co Investment Adviser's DFH Position: Q2 2026 in Review

Campbell & Co Investment Adviser increased its Dream Finders Homes (DFH) stake by 315% in Q2 2026, buying an estimated $608K and bringing the position to 54,488 shares worth $940K. The position accounts for 0.05% of the portfolio, ranked #561.

Campbell & Co Investment Adviser first reported a position in DFH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.57M in Q4 2023. 78 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

Campbell & Co Investment Adviser held 54,488 shares of Dream Finders Homes worth $940K as of Q2 2026.
Campbell & Co Investment Adviser bought 41,365 Dream Finders Homes shares in Q2 2026, an estimated $608K.
Dream Finders Homes made up 0.05% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #561 holding.
Campbell & Co Investment Adviser first reported a position in Dream Finders Homes in Q4 2023 and has held it in 10 quarters since.
Campbell & Co Investment Adviser's Dream Finders Homes position peaked at $1.57M in Q4 2023.
78 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.