Cornerstone Financial Management’s Dream Finders Homes DFH Stock Holding History

Cornerstone Financial 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
2026 Q2	$1.21K	Buy	+70	New	+$1.03K	﹤0.01%	1021

Other funds holding DFH

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ECM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Financial Management's DFH Position: Q2 2026 in Review

Cornerstone Financial Management opened a new position in Dream Finders Homes (DFH) in Q2 2026: 70 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings.

205 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

Cornerstone Financial Management held 70 shares of Dream Finders Homes worth $1.21K as of Q2 2026.
Dream Finders Homes was a new Cornerstone Financial Management position in Q2 2026.
Dream Finders Homes made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1021 holding.
205 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.