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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
Q2 		– Sell
-10,307
Closed -$160K – 507
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Wealth Group's DFH Position: Q2 2026 in Review

Cornerstone Wealth Group sold out of Dream Finders Homes (DFH) in Q2 2026, closing a stake of 10,307 shares — an estimated $160K sold.

Cornerstone Wealth Group first reported a position in DFH in Q4 2024 and held it in 6 quarters. The position peaked at $263K in Q3 2025. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Cornerstone Wealth Group reported no remaining Dream Finders Homes position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Group sold 10,307 Dream Finders Homes shares in Q2 2026, an estimated $160K.
  • Cornerstone Wealth Group first reported a position in Dream Finders Homes in Q4 2024 and held it in 6 quarters.
  • Cornerstone Wealth Group's Dream Finders Homes position peaked at $263K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.