ECM
DFH icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Elgethun Capital Management's DFH Position: Q1 2026 in Review

Elgethun Capital Management increased its Dream Finders Homes (DFH) stake by 2.1% in Q1 2026, buying an estimated $184K and bringing the position to 505,378 shares worth $7.03M. The position accounts for 1.16% of the portfolio, ranked #25.

Elgethun Capital Management first reported a position in DFH in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.8M in Q3 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Elgethun Capital Management held 505,378 shares of Dream Finders Homes worth $7.03M as of Q1 2026.
  • Elgethun Capital Management bought 10,341 Dream Finders Homes shares in Q1 2026, an estimated $184K.
  • Dream Finders Homes made up 1.16% of Elgethun Capital Management's portfolio in Q1 2026, its #25 holding.
  • Elgethun Capital Management first reported a position in Dream Finders Homes in Q4 2021 and has held it in 18 quarters since.
  • Elgethun Capital Management's Dream Finders Homes position peaked at $11.8M in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Elgethun Capital Management's 13F filing for Q1 2026, filed 14 May 2026.