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 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 $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

De Lisle Partners's DFH Position: Q1 2026 in Review

De Lisle Partners reduced its Dream Finders Homes (DFH) stake by 45% in Q1 2026, selling an estimated $1.37M and leaving 94,496 shares worth $1.32M. The position accounts for 0.16% of the portfolio, ranked #121.

De Lisle Partners first reported a position in DFH in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.26M in Q3 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

De Lisle Partners held 94,496 shares of Dream Finders Homes worth $1.32M as of Q1 2026.
De Lisle Partners sold 76,957 Dream Finders Homes shares in Q1 2026, an estimated $1.37M.
Dream Finders Homes made up 0.16% of De Lisle Partners's portfolio in Q1 2026, its #121 holding.
De Lisle Partners first reported a position in Dream Finders Homes in Q1 2024 and has held it in 9 quarters since.
De Lisle Partners's Dream Finders Homes position peaked at $6.26M in Q3 2024.
192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on De Lisle Partners's 13F filing for Q1 2026, filed 13 May 2026.