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Clearstead Trust’s Dream Finders Homes DFH Stock Holding History

Clearstead 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
-10
Closed -$260 – 1146
2025
Q3 		$260 Hold
10
– – ﹤0.01% 1477
2025
Q2 		$252 Buy
+10
New +$225 ﹤0.01% 1446

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

Clearstead Trust's DFH Position: Q4 2025 in Review

Clearstead Trust sold out of Dream Finders Homes (DFH) in Q4 2025, closing a stake of 10 shares — an estimated $260 sold.

Clearstead Trust first reported a position in DFH in Q2 2025 and held it in 2 quarters. The position peaked at $260 in Q3 2025. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2025.

  • Clearstead Trust reported no remaining Dream Finders Homes position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 10 Dream Finders Homes shares in Q4 2025, an estimated $260.
  • Clearstead Trust first reported a position in Dream Finders Homes in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Dream Finders Homes position peaked at $260 in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2025.

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