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Estate Planners Group’s Dream Finders Homes DFH Stock Holding History

Estate Planners Group’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
-193
Closed -$3.3K – 149
2025
Q4 		$3.3K Buy
+193
New +$3.95K ﹤0.01% 370

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
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Estate Planners Group's DFH Position: Q1 2026 in Review

Estate Planners Group sold out of Dream Finders Homes (DFH) in Q1 2026, closing a stake of 193 shares — an estimated $3.3K sold.

Estate Planners Group first reported a position in DFH in Q4 2025 and held it in 1 quarter. The position peaked at $3.3K in Q4 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Estate Planners Group reported no remaining Dream Finders Homes position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 193 Dream Finders Homes shares in Q1 2026, an estimated $3.3K.
  • Estate Planners Group first reported a position in Dream Finders Homes in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Dream Finders Homes position peaked at $3.3K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.