Commons Capital’s Dream Finders Homes DFH Stock Holding History

Commons Capital’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	-26,076	Closed	-$446K	–	90
2025 Q4	$446K	Hold	26,076	–	–	0.3%	61
2025 Q3	$676K	Sell	26,076 -16,000	-38%	-$439K	0.44%	50
2025 Q2	$1.06M	Buy	42,076 +30,000	+248%	+$674K	0.8%	31
2025 Q1	$272K	Buy	+12,076	New	+$282K	0.25%	71

Other funds holding DFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Commons Capital's DFH Position: Q1 2026 in Review

Commons Capital sold out of Dream Finders Homes (DFH) in Q1 2026, closing a stake of 26,076 shares — an estimated $446K sold.

Commons Capital first reported a position in DFH in Q1 2025 and held it in 4 quarters. The position peaked at $1.06M in Q2 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

Commons Capital reported no remaining Dream Finders Homes position as of Q1 2026 after selling out during the quarter.
Commons Capital sold 26,076 Dream Finders Homes shares in Q1 2026, an estimated $446K.
Commons Capital first reported a position in Dream Finders Homes in Q1 2025 and held it in 4 quarters.
Commons Capital's Dream Finders Homes position peaked at $1.06M in Q2 2025.
192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Commons Capital's 13F filing for Q1 2026, filed 30 Apr 2026.