InceptionR’s Dream Finders Homes DFH Stock Holding History

InceptionR’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 Q3	–	Sell	-12,367	Closed	-$311K	–	734
2025 Q2	$311K	Buy	+12,367	New	+$278K	0.07%	437

Other funds holding DFH

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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

InceptionR's DFH Position: Q3 2025 in Review

InceptionR sold out of Dream Finders Homes (DFH) in Q3 2025, closing a stake of 12,367 shares — an estimated $311K sold.

InceptionR first reported a position in DFH in Q2 2025 and held it in 1 quarter. The position peaked at $311K in Q2 2025. 196 funds tracked by Wall St. Rank hold DFH as of Q3 2025.

InceptionR reported no remaining Dream Finders Homes position as of Q3 2025 after selling out during the quarter.
InceptionR sold 12,367 Dream Finders Homes shares in Q3 2025, an estimated $311K.
InceptionR first reported a position in Dream Finders Homes in Q2 2025 and held it in 1 quarter.
InceptionR's Dream Finders Homes position peaked at $311K in Q2 2025.
196 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.