Epoch Investment Partners’s Dream Finders Homes DFH Stock Holding History

Epoch Investment 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	–	Sell	-83,275	Closed	-$1.42M	–	246
2025 Q4	$1.42M	Buy	83,275 +941	+1%	+$19.2K	0.01%	226
2025 Q3	$2.13M	Buy	82,334 +32,610	+66%	+$896K	0.01%	220
2025 Q2	$1.25M	Buy	+49,724	New	+$1.12M	0.01%	237
2025 Q1	–	Sell	-57,322	Closed	-$1.33M	–	283
2024 Q4	$1.33M	Sell	57,322 -34,339	-37%	-$1.05M	0.01%	242
2024 Q3	$3.32M	Buy	+91,661	New	+$2.82M	0.01%	230

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

Epoch Investment Partners's DFH Position: Q1 2026 in Review

Epoch Investment Partners sold out of Dream Finders Homes (DFH) in Q1 2026, closing a stake of 83,275 shares — an estimated $1.42M sold.

Epoch Investment Partners first reported a position in DFH in Q3 2024 and held it in 5 quarters. The position peaked at $3.32M in Q3 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

Epoch Investment Partners reported no remaining Dream Finders Homes position as of Q1 2026 after selling out during the quarter.
Epoch Investment Partners sold 83,275 Dream Finders Homes shares in Q1 2026, an estimated $1.42M.
Epoch Investment Partners first reported a position in Dream Finders Homes in Q3 2024 and held it in 5 quarters.
Epoch Investment Partners's Dream Finders Homes position peaked at $3.32M in Q3 2024.
192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.