Davidson Kahn Capital Management’s Dream Finders Homes DFH Stock Holding History

Davidson Kahn 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 Q1	–	Sell	-111,804	Closed	-$1.91M	–	63
2025 Q4	$1.91M	Buy	111,804 +5,938	+6%	+$121K	0.99%	32
2025 Q3	$2.74M	Sell	105,866 -481	-0.5%	-$13.2K	1.53%	22
2025 Q2	$2.68M	Buy	106,347 +8,761	+9%	+$197K	1.72%	20
2025 Q1	$2.2M	Buy	97,586 +41,931	+75%	+$980K	1.69%	23
2024 Q4	$1.3M	Buy	+55,655	New	+$1.7M	1.19%	28

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

Davidson Kahn Capital Management's DFH Position: Q1 2026 in Review

Davidson Kahn Capital Management sold out of Dream Finders Homes (DFH) in Q1 2026, closing a stake of 111,804 shares — an estimated $1.91M sold.

Davidson Kahn Capital Management first reported a position in DFH in Q4 2024 and held it in 5 quarters. The position peaked at $2.74M in Q3 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

Davidson Kahn Capital Management reported no remaining Dream Finders Homes position as of Q1 2026 after selling out during the quarter.
Davidson Kahn Capital Management sold 111,804 Dream Finders Homes shares in Q1 2026, an estimated $1.91M.
Davidson Kahn Capital Management first reported a position in Dream Finders Homes in Q4 2024 and held it in 5 quarters.
Davidson Kahn Capital Management's Dream Finders Homes position peaked at $2.74M in Q3 2025.
192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.