First Manhattan
DFH icon

First Manhattan’s Dream Finders Homes DFH Stock Holding History

First Manhattan’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
-80,225
Closed -$1.37M – 763
2025
Q4 		$1.37M Buy
+80,225
New +$1.64M ﹤0.01% 393
2024
Q4 		– Sell
-7,600
Closed -$275K – 688
2024
Q3 		$275K Buy
+7,600
New +$233K ﹤0.01% 594

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

First Manhattan's DFH Position: Q1 2026 in Review

First Manhattan sold out of Dream Finders Homes (DFH) in Q1 2026, closing a stake of 80,225 shares — an estimated $1.37M sold.

First Manhattan first reported a position in DFH in Q3 2024 and held it in 2 quarters. The position peaked at $1.37M in Q4 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • First Manhattan reported no remaining Dream Finders Homes position as of Q1 2026 after selling out during the quarter.
  • First Manhattan sold 80,225 Dream Finders Homes shares in Q1 2026, an estimated $1.37M.
  • First Manhattan first reported a position in Dream Finders Homes in Q3 2024 and held it in 2 quarters.
  • First Manhattan's Dream Finders Homes position peaked at $1.37M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.