Geode Capital Management
DFH icon

Geode Capital Management’s Dream Finders Homes DFH Stock Holding History

Geode 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
Q2 		$12.6M Buy
729,022
+10,431
+1% +$153K ﹤0.01% 2417
2026
Q1 		$10M Buy
718,591
+24,723
+4% +$439K ﹤0.01% 2379
2025
Q4 		$11.9M Sell
693,868
-10,118
-1% -$207K ﹤0.01% 2324
2025
Q3 		$18.2M Buy
703,986
+18,551
+3% +$510K ﹤0.01% 2041
2025
Q2 		$17.2M Buy
685,435
+46,538
+7% +$1.05M ﹤0.01% 2031
2025
Q1 		$14.4M Buy
638,897
+14,579
+2% +$341K ﹤0.01% 2078
2024
Q4 		$14.5M Buy
624,318
+1,976
+0.3% +$60.4K ﹤0.01% 2136
2024
Q3 		$22.5M Buy
622,342
+39,130
+7% +$1.2M ﹤0.01% 1925
2024
Q2 		$15.1M Buy
583,212
+66,290
+13% +$2.1M ﹤0.01% 2084
2024
Q1 		$22.6M Buy
516,922
+18,081
+4% +$637K ﹤0.01% 1857
2023
Q4 		$17.7M Buy
498,841
+24,273
+5% +$604K ﹤0.01% 1984
2023
Q3 		$10.6M Buy
474,568
+28,828
+6% +$749K ﹤0.01% 2237
2023
Q2 		$11M Buy
445,740
+38,445
+9% +$692K ﹤0.01% 2239
2023
Q1 		$5.4M Buy
407,295
+25,665
+7% +$303K ﹤0.01% 2601
2022
Q4 		$3.3M Buy
381,630
+9,822
+3% +$98.4K ﹤0.01% 2863
2022
Q3 		$3.94M Buy
371,808
+31,050
+9% +$374K ﹤0.01% 2794
2022
Q2 		$3.63M Buy
340,758
+155,017
+83% +$2.45M ﹤0.01% 2872
2022
Q1 		$3.17M Buy
185,741
+6,654
+4% +$128K ﹤0.01% 3034
2021
Q4 		$3.48M Buy
179,087
+60,080
+50% +$1.05M ﹤0.01% 3088
2021
Q3 		$2.06M Buy
119,007
+16,781
+16% +$349K ﹤0.01% 3336
2021
Q2 		$2.5M Buy
102,226
+5,957
+6% +$154K ﹤0.01% 3197
2021
Q1 		$2.32M Buy
+96,269
New +$2.36M ﹤0.01% 3186

Other funds holding DFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management's DFH Position: Q2 2026 in Review

Geode Capital Management increased its Dream Finders Homes (DFH) stake by 1.5% in Q2 2026, buying an estimated $153K and bringing the position to 729,022 shares worth $12.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

Geode Capital Management first reported a position in DFH in Q1 2021 and has held it in 22 quarters since. The position peaked at $22.6M in Q1 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Geode Capital Management held 729,022 shares of Dream Finders Homes worth $12.6M as of Q2 2026.
  • Geode Capital Management bought 10,431 Dream Finders Homes shares in Q2 2026, an estimated $153K.
  • Dream Finders Homes made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2417 holding.
  • Geode Capital Management first reported a position in Dream Finders Homes in Q1 2021 and has held it in 22 quarters since.
  • Geode Capital Management's Dream Finders Homes position peaked at $22.6M in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.