Millennium Management
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Millennium Management’s Dream Finders Homes DFH Stock Holding History

Millennium 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
Q1 		$1.56M Sell
112,130
-270,040
-71% -$4.8M ﹤0.01% 4078
2025
Q4 		$6.54M Buy
382,170
+254,839
+200% +$5.21M ﹤0.01% 2717
2025
Q3 		$3.3M Buy
127,331
+116,058
+1,030% +$3.19M ﹤0.01% 3556
2025
Q2 		$283K Sell
11,273
-47,557
-81% -$1.07M ﹤0.01% 5224
2025
Q1 		$1.33M Sell
58,830
-32,806
-36% -$767K ﹤0.01% 4138
2024
Q4 		$2.13M Sell
91,636
-26,924
-23% -$823K ﹤0.01% 3596
2024
Q3 		$4.29M Sell
118,560
-53,078
-31% -$1.63M ﹤0.01% 2978
2024
Q2 		$4.43M Buy
171,638
+8,921
+5% +$282K ﹤0.01% 2832
2024
Q1 		$7.12M Sell
162,717
-13,481
-8% -$475K ﹤0.01% 2512
2023
Q4 		$6.26M Buy
176,198
+121,293
+221% +$3.02M ﹤0.01% 2598
2023
Q3 		$1.22M Buy
+54,905
New +$1.43M ﹤0.01% 4023
2023
Q1 		– Sell
-278,323
Closed -$2.41M – 6459
2022
Q4 		$2.41M Buy
278,323
+27,863
+11% +$279K ﹤0.01% 3422
2022
Q3 		$2.65M Buy
+250,460
New +$3.02M ﹤0.01% 3488
2022
Q2 		– Sell
-262,705
Closed -$4.49M – 7066
2022
Q1 		$4.49M Buy
+262,705
New +$5.05M ﹤0.01% 3054
2021
Q4 		– Sell
-23,025
Closed -$399K – 6909
2021
Q3 		$399K Sell
23,025
-48,541
-68% -$1.01M ﹤0.01% 5561
2021
Q2 		$1.75M Buy
71,566
+17,544
+32% +$453K ﹤0.01% 4118
2021
Q1 		$1.3M Buy
+54,022
New +$1.32M ﹤0.01% 3954

Other funds holding DFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Millennium Management's DFH Position: Q1 2026 in Review

Millennium Management reduced its Dream Finders Homes (DFH) stake by 71% in Q1 2026, selling an estimated $4.8M and leaving 112,130 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #4078.

Millennium Management first reported a position in DFH in Q1 2021 and has held it in 17 quarters since. The position peaked at $7.12M in Q1 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Millennium Management held 112,130 shares of Dream Finders Homes worth $1.56M as of Q1 2026.
  • Millennium Management sold 270,040 Dream Finders Homes shares in Q1 2026, an estimated $4.8M.
  • Dream Finders Homes made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #4078 holding.
  • Millennium Management first reported a position in Dream Finders Homes in Q1 2021 and has held it in 17 quarters since.
  • Millennium Management's Dream Finders Homes position peaked at $7.12M in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.