Denali Advisors’s Dream Finders Homes DFH Stock Holding History

Denali Advisors’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	$4.71M	Buy	338,282 +78,263	+30%	+$1.39M	0.52%	71
2025 Q4	$4.45M	Sell	260,019 -16,439	-6%	-$336K	0.49%	71
2025 Q3	$7.17M	Sell	276,458 -37,352	-12%	-$1.03M	0.81%	33
2025 Q2	$7.89M	Buy	313,810 +36,314	+13%	+$816K	0.82%	24
2025 Q1	$6.26M	Buy	277,496 +51,638	+23%	+$1.21M	0.71%	42
2024 Q4	$5.26M	Buy	225,858 +7,616	+3%	+$233K	0.55%	62
2024 Q3	$7.9M	Buy	218,242 +77,833	+55%	+$2.39M	0.85%	20
2024 Q2	$3.63M	Buy	140,409 +30,599	+28%	+$967K	0.99%	41
2024 Q1	$4.8M	Sell	109,810 -38,433	-26%	-$1.35M	1.41%	23
2023 Q4	$5.27M	Buy	148,243 +102,800	+226%	+$2.56M	1.61%	7
2023 Q3	$1.01M	Buy	45,443 +11,850	+35%	+$308K	0.35%	78
2023 Q2	$826K	Buy	33,593 +33,446	+22,752%	+$602K	0.29%	86
2023 Q1	$1.95K	Buy	+147	New	+$1.74K	﹤0.01%	367

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

Denali Advisors's DFH Position: Q1 2026 in Review

Denali Advisors increased its Dream Finders Homes (DFH) stake by 30% in Q1 2026, buying an estimated $1.39M and bringing the position to 338,282 shares worth $4.71M. The position accounts for 0.52% of the portfolio, ranked #71.

Denali Advisors first reported a position in DFH in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.9M in Q3 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

Denali Advisors held 338,282 shares of Dream Finders Homes worth $4.71M as of Q1 2026.
Denali Advisors bought 78,263 Dream Finders Homes shares in Q1 2026, an estimated $1.39M.
Dream Finders Homes made up 0.52% of Denali Advisors's portfolio in Q1 2026, its #71 holding.
Denali Advisors first reported a position in Dream Finders Homes in Q1 2023 and has held it in 13 quarters since.
Denali Advisors's Dream Finders Homes position peaked at $7.9M in Q3 2024.
192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.