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Dmitry Balyasny’s Dream Finders Homes DFH Stock Holding History

Dmitry Balyasny’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 		$1.42M Sell
82,105
-27,361
-25% -$402K ﹤0.01% 2009
2026
Q1 		$1.52M Sell
109,466
-11,304
-9% -$201K ﹤0.01% 1907
2025
Q4 		$2.07M Buy
120,770
+72,448
+150% +$1.48M ﹤0.01% 1844
2025
Q3 		$1.25M Buy
48,322
+25,282
+110% +$694K ﹤0.01% 2023
2025
Q2 		$579K Buy
23,040
+6,018
+35% +$135K ﹤0.01% 2231
2025
Q1 		$384K Sell
17,022
-30,028
-64% -$702K ﹤0.01% 2362
2024
Q4 		$1.09M Buy
+47,050
New +$1.44M ﹤0.01% 1908
2022
Q2 		– Sell
-15,998
Closed -$273K – 2838
2022
Q1 		$273K Buy
+15,998
New +$307K ﹤0.01% 1950

Other funds holding DFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dmitry Balyasny's DFH Position: Q2 2026 in Review

Dmitry Balyasny reduced its Dream Finders Homes (DFH) stake by 25% in Q2 2026, selling an estimated $402K and leaving 82,105 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

Dmitry Balyasny first reported a position in DFH in Q1 2022 and has held it in 8 quarters since. The position peaked at $2.07M in Q4 2025. 204 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Dmitry Balyasny held 82,105 shares of Dream Finders Homes worth $1.42M as of Q2 2026.
  • Dmitry Balyasny sold 27,361 Dream Finders Homes shares in Q2 2026, an estimated $402K.
  • Dream Finders Homes made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2009 holding.
  • Dmitry Balyasny first reported a position in Dream Finders Homes in Q1 2022 and has held it in 8 quarters since.
  • Dmitry Balyasny's Dream Finders Homes position peaked at $2.07M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.