Lawson Kroeker Investment Management’s Dream Finders Homes DFH Stock Holding History

Lawson Kroeker Investment 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	-123,489	Closed	-$3.2M	–	70
2025 Q3	$3.2M	Sell	123,489 -13,030	-10%	-$358K	0.58%	49
2025 Q2	$3.43M	Buy	136,519 +2,085	+2%	+$46.8K	0.64%	48
2025 Q1	$3.03M	Sell	134,434 -7,811	-5%	-$183K	0.56%	47
2024 Q4	$3.31M	Sell	142,245 -912	-0.6%	-$27.9K	0.62%	47
2024 Q3	$5.18M	Sell	143,157 -32	-0%	-$983	0.94%	38
2024 Q2	$3.7M	Sell	143,189 -442	-0.3%	-$14K	0.71%	45
2024 Q1	$6.28M	Sell	143,631 -12,037	-8%	-$424K	1.19%	31
2023 Q4	$5.53M	Buy	155,668 +1,580	+1%	+$39.3K	1.14%	37
2023 Q3	$3.43M	Sell	154,088 -162	-0.1%	-$4.21K	0.76%	43
2023 Q2	$3.79M	Sell	154,250 -4,494	-3%	-$80.9K	0.91%	38
2023 Q1	$2.1M	Buy	+158,744	New	+$1.87M	0.47%	56

Other funds holding DFH

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

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

Lawson Kroeker Investment Management's DFH Position: Q4 2025 in Review

Lawson Kroeker Investment Management sold out of Dream Finders Homes (DFH) in Q4 2025, closing a stake of 123,489 shares — an estimated $3.2M sold.

Lawson Kroeker Investment Management first reported a position in DFH in Q1 2023 and held it in 11 quarters. The position peaked at $6.28M in Q1 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2025.

Lawson Kroeker Investment Management reported no remaining Dream Finders Homes position as of Q4 2025 after selling out during the quarter.
Lawson Kroeker Investment Management sold 123,489 Dream Finders Homes shares in Q4 2025, an estimated $3.2M.
Lawson Kroeker Investment Management first reported a position in Dream Finders Homes in Q1 2023 and held it in 11 quarters.
Lawson Kroeker Investment Management's Dream Finders Homes position peaked at $6.28M in Q1 2024.
191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2025.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.