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

Coldstream 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
2025
Q2 		– Sell
-23
Closed -$519 – 1689
2025
Q1 		$519 Buy
+23
New +$538 ﹤0.01% 3344

Other funds holding DFH

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BlackRock
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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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coldstream Capital Management's DFH Position: Q2 2025 in Review

Coldstream Capital Management sold out of Dream Finders Homes (DFH) in Q2 2025, closing a stake of 23 shares — an estimated $519 sold.

Coldstream Capital Management first reported a position in DFH in Q1 2025 and held it in 1 quarter. The position peaked at $519 in Q1 2025. 200 funds tracked by Wall St. Rank hold DFH as of Q2 2025.

  • Coldstream Capital Management reported no remaining Dream Finders Homes position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 23 Dream Finders Homes shares in Q2 2025, an estimated $519.
  • Coldstream Capital Management first reported a position in Dream Finders Homes in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Dream Finders Homes position peaked at $519 in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.