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Elgethun Capital Management’s Dream Finders Homes DFH Stock Holding History

Elgethun 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
Q2 		$14.1M Buy
819,406
+314,028
+62% +$4.62M 1.97% 14
2026
Q1 		$7.03M Buy
505,378
+10,341
+2% +$184K 1.16% 25
2025
Q4 		$8.47M Buy
495,037
+37,450
+8% +$766K 1.46% 18
2025
Q3 		$11.8M Buy
457,587
+3,475
+0.8% +$95.4K 2.14% 16
2025
Q2 		$11.4M Buy
454,112
+269,024
+145% +$6.04M 2.3% 16
2025
Q1 		$4.18M Buy
185,088
+57,384
+45% +$1.34M 0.93% 28
2024
Q4 		$2.97M Buy
127,704
+11,726
+10% +$358K 0.72% 36
2024
Q3 		$4.2M Buy
115,978
+23,007
+25% +$707K 0.99% 27
2024
Q2 		$2.4M Buy
92,971
+343
+0.4% +$10.8K 0.61% 41
2024
Q1 		$4M Sell
92,628
-4,203
-4% -$148K 1.01% 29
2023
Q4 		$3.44M Sell
96,831
-86,090
-47% -$2.14M 0.97% 32
2023
Q3 		$4.11M Sell
182,921
-45,894
-20% -$1.19M 1.24% 26
2023
Q2 		$5.63M Sell
228,815
-11,268
-5% -$203K 1.7% 16
2023
Q1 		$3.21M Buy
240,083
+7,774
+3% +$91.8K 1.01% 34
2022
Q4 		$2.12M Sell
232,309
-4,043
-2% -$40.5K 0.77% 40
2022
Q3 		$2.5M Buy
236,352
+23,865
+11% +$288K 1% 33
2022
Q2 		$2.23M Buy
212,487
+177,820
+513% +$2.81M 0.87% 40
2022
Q1 		$592K Buy
34,667
+25,000
+259% +$480K 0.2% 64
2021
Q4 		$188K Buy
+9,667
New +$169K 0.07% 104

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elgethun Capital Management's DFH Position: Q2 2026 in Review

Elgethun Capital Management increased its Dream Finders Homes (DFH) stake by 62% in Q2 2026, buying an estimated $4.62M and bringing the position to 819,406 shares worth $14.1M. The position accounts for 1.97% of the portfolio, ranked #14.

Elgethun Capital Management first reported a position in DFH in Q4 2021 and has held it in 19 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Elgethun Capital Management held 819,406 shares of Dream Finders Homes worth $14.1M as of Q2 2026.
  • Elgethun Capital Management bought 314,028 Dream Finders Homes shares in Q2 2026, an estimated $4.62M.
  • Dream Finders Homes made up 1.97% of Elgethun Capital Management's portfolio in Q2 2026, its #14 holding.
  • Elgethun Capital Management first reported a position in Dream Finders Homes in Q4 2021 and has held it in 19 quarters since.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.