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Fenimore Asset Management’s Dream Finders Homes DFH Stock Holding History

Fenimore Asset 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 		– Sell
-686,041
Closed -$11.7M – 94
2025
Q4 		$11.7M Sell
686,041
-3,091
-0.4% -$63.2K 0.24% 66
2025
Q3 		$17.9M Buy
689,132
+840
+0.1% +$23.1K 0.36% 54
2025
Q2 		$17.3M Buy
688,292
+22,871
+3% +$514K 0.35% 55
2025
Q1 		$15M Buy
665,421
+107,840
+19% +$2.52M 0.32% 59
2024
Q4 		$13M Sell
557,581
-3,250
-0.6% -$99.3K 0.27% 69
2024
Q3 		$20.3M Buy
560,831
+70,060
+14% +$2.15M 0.41% 55
2024
Q2 		$12.7M Buy
490,771
+1,265
+0.3% +$40K 0.28% 67
2024
Q1 		$21.4M Sell
489,506
-102,615
-17% -$3.61M 0.45% 50
2023
Q4 		$21M Sell
592,121
-2,122
-0.4% -$52.8K 0.49% 49
2023
Q3 		$13.2M Sell
594,243
-7,640
-1% -$198K 0.34% 59
2023
Q2 		$14.8M Sell
601,883
-1,503
-0.2% -$27.1K 0.37% 56
2023
Q1 		$7.99M Sell
603,386
-6,276
-1% -$74.1K 0.21% 72
2022
Q4 		$5.28M Buy
609,662
+10,262
+2% +$103K 0.14% 77
2022
Q3 		$6.35M Buy
599,400
+13,555
+2% +$163K 0.18% 76
2022
Q2 		$6.23M Buy
585,845
+6,810
+1% +$108K 0.18% 78
2022
Q1 		$9.89M Sell
579,035
-260
-0% -$5K 0.24% 73
2021
Q4 		$11.3M Buy
579,295
+100,485
+21% +$1.75M 0.25% 69
2021
Q3 		$8.3M Buy
478,810
+88,160
+23% +$1.84M 0.2% 75
2021
Q2 		$9.54M Buy
390,650
+610
+0.2% +$15.8K 0.23% 70
2021
Q1 		$9.39M Buy
+390,040
New +$9.57M 0.24% 66

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

Fenimore Asset Management's DFH Position: Q1 2026 in Review

Fenimore Asset Management sold out of Dream Finders Homes (DFH) in Q1 2026, closing a stake of 686,041 shares — an estimated $11.7M sold.

Fenimore Asset Management first reported a position in DFH in Q1 2021 and held it in 20 quarters. The position peaked at $21.4M in Q1 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Fenimore Asset Management reported no remaining Dream Finders Homes position as of Q1 2026 after selling out during the quarter.
  • Fenimore Asset Management sold 686,041 Dream Finders Homes shares in Q1 2026, an estimated $11.7M.
  • Fenimore Asset Management first reported a position in Dream Finders Homes in Q1 2021 and held it in 20 quarters.
  • Fenimore Asset Management's Dream Finders Homes position peaked at $21.4M in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Fenimore Asset Management's 13F filing for Q1 2026, filed 15 May 2026.