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Cornerstone Planning Group’s Dream Finders Homes DFH Stock Holding History

Cornerstone Planning Group’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
Q1 		– Sell
-19
Closed -$477 – 1592
2024
Q4 		$477 Buy
+19
New +$581 ﹤0.01% 1158

Other funds holding DFH

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BlackRock
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Vanguard Group
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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
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Cornerstone Planning Group's DFH Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Dream Finders Homes (DFH) in Q1 2025, closing a stake of 19 shares — an estimated $477 sold.

Cornerstone Planning Group first reported a position in DFH in Q4 2024 and held it in 1 quarter. The position peaked at $477 in Q4 2024. 196 funds tracked by Wall St. Rank hold DFH as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Dream Finders Homes position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 19 Dream Finders Homes shares in Q1 2025, an estimated $477.
  • Cornerstone Planning Group first reported a position in Dream Finders Homes in Q4 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's Dream Finders Homes position peaked at $477 in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.