Capstone Investment Advisors
DFH icon

Capstone Investment Advisors’s Dream Finders Homes DFH Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-13,758
Closed -$235K – 1645
2025
Q4 		$235K Buy
+13,758
New +$281K ﹤0.01% 1455
2024
Q2 		– Sell
-13,796
Closed -$603K – 2167
2024
Q1 		$603K Buy
+13,796
New +$486K ﹤0.01% 1458

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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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Capstone Investment Advisors's DFH Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Dream Finders Homes (DFH) in Q1 2026, closing a stake of 13,758 shares — an estimated $235K sold.

Capstone Investment Advisors first reported a position in DFH in Q1 2024 and held it in 2 quarters. The position peaked at $603K in Q1 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Dream Finders Homes position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 13,758 Dream Finders Homes shares in Q1 2026, an estimated $235K.
  • Capstone Investment Advisors first reported a position in Dream Finders Homes in Q1 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's Dream Finders Homes position peaked at $603K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.