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

Cornerstone Wealth 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 Q1	$160K	Buy	10,307 +303	+3%	+$5.38K	0.01%	443
2025 Q4	$171K	Sell	10,004 -137	-1%	-$2.8K	0.01%	384
2025 Q3	$263K	Buy	10,141 +141	+1%	+$3.87K	0.02%	284
2025 Q2	$251K	Sell	10,000 -22	-0.2%	-$494	0.02%	277
2025 Q1	$226K	Buy	10,022 +22	+0.2%	+$514	0.02%	260
2024 Q4	$233K	Buy	+10,000	New	+$306K	0.02%	246

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

Cornerstone Wealth Group's DFH Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Dream Finders Homes (DFH) stake by 3% in Q1 2026, buying an estimated $5.38K and bringing the position to 10,307 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #443.

Cornerstone Wealth Group first reported a position in DFH in Q4 2024 and has held it in 6 quarters since. The position peaked at $263K in Q3 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

Cornerstone Wealth Group held 10,307 shares of Dream Finders Homes worth $160K as of Q1 2026.
Cornerstone Wealth Group bought 303 Dream Finders Homes shares in Q1 2026, an estimated $5.38K.
Dream Finders Homes made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #443 holding.
Cornerstone Wealth Group first reported a position in Dream Finders Homes in Q4 2024 and has held it in 6 quarters since.
Cornerstone Wealth Group's Dream Finders Homes position peaked at $263K in Q3 2025.
192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.