Covestor’s Dream Finders Homes DFH Stock Holding History

Covestor’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	$1K	Sell	65 -10	-13%	-$178	﹤0.01%	2006
2025 Q4	$1K	Sell	75 -3	-4%	-$61	﹤0.01%	2024
2025 Q3	$2K	Sell	78 -10	-11%	-$275	﹤0.01%	1930
2025 Q2	$2K	Sell	88 -4	-4%	-$90	﹤0.01%	1835
2025 Q1	$2K	Buy	92 +14	+18%	+$327	﹤0.01%	1829
2024 Q4	$2K	Buy	78 +75	+2,500%	+$2.29K	﹤0.01%	1858
2024 Q3	$0	Hold	3	–	–	﹤0.01%	2307
2024 Q2	$0	Sell	3 -12	-80%	-$379	﹤0.01%	2322
2024 Q1	$1K	Buy	+15	New	+$528	﹤0.01%	1940
2023 Q4	–	Sell	-2	Closed	-$50	–	2234
2023 Q3	$0	Sell	2 -44	-96%	-$1.14K	﹤0.01%	2212
2023 Q2	$1K	Sell	46 -120	-72%	-$2.16K	﹤0.01%	1923
2023 Q1	$2K	Buy	166 +160	+2,667%	+$1.89K	﹤0.01%	1744
2022 Q4	$0	Buy	6 +4	+200%	+$40	﹤0.01%	2157
2022 Q3	$0	Buy	+2	New	+$24	﹤0.01%	2099

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

Covestor's DFH Position: Q1 2026 in Review

Covestor reduced its Dream Finders Homes (DFH) stake by 13% in Q1 2026, selling an estimated $178 and leaving 65 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Covestor first reported a position in DFH in Q3 2022 and has held it in 14 quarters since. The position peaked at $2K in Q3 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

Covestor held 65 shares of Dream Finders Homes worth $1K as of Q1 2026.
Covestor sold 10 Dream Finders Homes shares in Q1 2026, an estimated $178.
Dream Finders Homes made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2006 holding.
Covestor first reported a position in Dream Finders Homes in Q3 2022 and has held it in 14 quarters since.
Covestor's Dream Finders Homes position peaked at $2K in Q3 2025.
192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.