Dark Forest Capital Management’s Dream Finders Homes DFH Stock Holding History

Dark Forest Capital Management’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	$240K	Sell	13,903 -13,123	-49%	-$193K	0.02%	758
2026 Q1	$376K	Buy	+27,026	New	+$480K	0.03%	622
2025 Q4	–	Sell	-52,014	Closed	-$1.35M	–	1059
2025 Q3	$1.35M	Buy	+52,014	New	+$1.43M	0.05%	621
2024 Q3	–	Sell	-21,302	Closed	-$550K	–	1001
2024 Q2	$550K	Buy	21,302 +6,352	+42%	+$201K	0.1%	245
2024 Q1	$654K	Sell	14,950 -9,879	-40%	-$348K	0.11%	191
2023 Q4	$882K	Sell	24,829 -12,764	-34%	-$318K	0.13%	129
2023 Q3	$836K	Buy	37,593 +17,711	+89%	+$460K	0.06%	489
2023 Q2	$489K	Buy	+19,882	New	+$358K	0.05%	637
2023 Q1	–	Sell	-11	Closed	-$95	–	1237
2022 Q4	$95	Buy	+11	New	+$110	﹤0.01%	1079

Other funds holding DFH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dark Forest Capital Management's DFH Position: Q2 2026 in Review

Dark Forest Capital Management reduced its Dream Finders Homes (DFH) stake by 49% in Q2 2026, selling an estimated $193K and leaving 13,903 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #758.

Dark Forest Capital Management first reported a position in DFH in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.35M in Q3 2025. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

Dark Forest Capital Management held 13,903 shares of Dream Finders Homes worth $240K as of Q2 2026.
Dark Forest Capital Management sold 13,123 Dream Finders Homes shares in Q2 2026, an estimated $193K.
Dream Finders Homes made up 0.02% of Dark Forest Capital Management's portfolio in Q2 2026, its #758 holding.
Dark Forest Capital Management first reported a position in Dream Finders Homes in Q4 2022 and has held it in 9 quarters since.
Dark Forest Capital Management's Dream Finders Homes position peaked at $1.35M in Q3 2025.
206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.