De Lisle Partners’s Dream Finders Homes DFH Stock Holding History

De Lisle Partners’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	-94,496	Closed	-$1.32M	–	181
2026 Q1	$1.32M	Sell	94,496 -76,957	-45%	-$1.37M	0.16%	121
2025 Q4	$2.93M	Buy	171,453 +20,951	+14%	+$428K	0.38%	83
2025 Q3	$3.9M	Hold	150,502	–	–	0.48%	63
2025 Q2	$3.78M	Hold	150,502	–	–	0.53%	57
2025 Q1	$3.39M	Sell	150,502 -22,441	-13%	-$525K	0.56%	57
2024 Q4	$4.03M	Hold	172,943	–	–	0.59%	53
2024 Q3	$6.26M	Buy	172,943 +20,000	+13%	+$614K	1.02%	23
2024 Q2	$3.95M	Buy	152,943 +93,416	+157%	+$2.95M	0.86%	32
2024 Q1	$2.6M	Buy	+59,527	New	+$2.1M	0.6%	50

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

De Lisle Partners's DFH Position: Q2 2026 in Review

De Lisle Partners sold out of Dream Finders Homes (DFH) in Q2 2026, closing a stake of 94,496 shares — an estimated $1.32M sold.

De Lisle Partners first reported a position in DFH in Q1 2024 and held it in 9 quarters. The position peaked at $6.26M in Q3 2024. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

De Lisle Partners reported no remaining Dream Finders Homes position as of Q2 2026 after selling out during the quarter.
De Lisle Partners sold 94,496 Dream Finders Homes shares in Q2 2026, an estimated $1.32M.
De Lisle Partners first reported a position in Dream Finders Homes in Q1 2024 and held it in 9 quarters.
De Lisle Partners's Dream Finders Homes position peaked at $6.26M in Q3 2024.
206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on De Lisle Partners's 13F filing for Q2 2026, filed 12 Aug 2026.