HWAM
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Hennion & Walsh Asset Management’s Dream Finders Homes DFH Stock Holding History

Hennion & Walsh 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
2025
Q4 		– Sell
-9,862
Closed -$256K – 944
2025
Q3 		$256K Sell
9,862
-315
-3% -$8.65K 0.01% 877
2025
Q2 		$256K Buy
+10,177
New +$229K 0.01% 855

Other funds holding DFH

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Kayne Anderson Rudnick Investment Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Hennion & Walsh Asset Management's DFH Position: Q4 2025 in Review

Hennion & Walsh Asset Management sold out of Dream Finders Homes (DFH) in Q4 2025, closing a stake of 9,862 shares — an estimated $256K sold.

Hennion & Walsh Asset Management first reported a position in DFH in Q2 2025 and held it in 2 quarters. The position peaked at $256K in Q2 2025. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2025.

  • Hennion & Walsh Asset Management reported no remaining Dream Finders Homes position as of Q4 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 9,862 Dream Finders Homes shares in Q4 2025, an estimated $256K.
  • Hennion & Walsh Asset Management first reported a position in Dream Finders Homes in Q2 2025 and held it in 2 quarters.
  • Hennion & Walsh Asset Management's Dream Finders Homes position peaked at $256K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.