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John Overdeck’s Dream Finders Homes DFH Stock Holding History

John Overdeck’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 		$349K Buy
+20,201
New +$297K ﹤0.01% 4421
2024
Q3 		– Sell
-9,900
Closed -$256K – 3156
2024
Q2 		$256K Buy
+9,900
New +$313K ﹤0.01% 2653
2023
Q2 		– Sell
-25,172
Closed -$334K – 3064
2023
Q1 		$334K Buy
+25,172
New +$297K ﹤0.01% 2376

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's DFH Position: Q2 2026 in Review

John Overdeck opened a new position in Dream Finders Homes (DFH) in Q2 2026: 20,201 shares worth $349K. The stake represents ﹤0.01% of the portfolio and ranks #4421 among its holdings. This is a return to the name: John Overdeck previously reported a position in DFH as recently as Q2 2024.

John Overdeck first reported a position in DFH in Q1 2023 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • John Overdeck held 20,201 shares of Dream Finders Homes worth $349K as of Q2 2026.
  • Dream Finders Homes was a new John Overdeck position in Q2 2026.
  • Dream Finders Homes made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4421 holding.
  • John Overdeck first reported a position in Dream Finders Homes in Q1 2023 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.