Cornerstone Planning Group
DFH icon

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
2026
Q3 		– Sell
-37
Closed -$565 – 547
2026
Q2 		$565 Buy
+37
New +$544 ﹤0.01% 1660
2025
Q1 		– Sell
-19
Closed -$477 – 1592
2024
Q4 		$477 Buy
+19
New +$581 ﹤0.01% 1158

Other funds holding DFH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Cornerstone Planning Group's DFH Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Dream Finders Homes (DFH) in Q3 2026, closing a stake of 37 shares — an estimated $565 sold.

Cornerstone Planning Group first reported a position in DFH in Q4 2024 and held it in 2 quarters. The position peaked at $565 in Q2 2026. 14 funds tracked by Wall St. Rank hold DFH as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Dream Finders Homes position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 37 Dream Finders Homes shares in Q3 2026, an estimated $565.
  • Cornerstone Planning Group first reported a position in Dream Finders Homes in Q4 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Dream Finders Homes position peaked at $565 in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.