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NewSquare Capital’s Dream Finders Homes DFH Stock Holding History

NewSquare Capital’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
-92
Closed -$2.31K – 442
2025
Q2 		$2.31K Buy
+92
New +$2.07K ﹤0.01% 940

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Vanguard Group
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CB
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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

NewSquare Capital's DFH Position: Q3 2025 in Review

NewSquare Capital sold out of Dream Finders Homes (DFH) in Q3 2025, closing a stake of 92 shares — an estimated $2.31K sold.

NewSquare Capital first reported a position in DFH in Q2 2025 and held it in 1 quarter. The position peaked at $2.31K in Q2 2025. 196 funds tracked by Wall St. Rank hold DFH as of Q3 2025.

  • NewSquare Capital reported no remaining Dream Finders Homes position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 92 Dream Finders Homes shares in Q3 2025, an estimated $2.31K.
  • NewSquare Capital first reported a position in Dream Finders Homes in Q2 2025 and held it in 1 quarter.
  • NewSquare Capital's Dream Finders Homes position peaked at $2.31K in Q2 2025.
  • 196 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.