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&Partners’s Dream Finders Homes DFH Stock Holding History

&Partners’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 		– Sell
-10,432
Closed -$145K – 2522
2026
Q1 		$145K Buy
+10,432
New +$185K ﹤0.01% 2295
2025
Q4 		– Sell
-18,989
Closed -$492K – 2301
2025
Q3 		$492K Sell
18,989
-161
-0.8% -$4.42K ﹤0.01% 1456
2025
Q2 		$481K Buy
19,150
+3,227
+20% +$72.5K ﹤0.01% 1384
2025
Q1 		$361K Buy
15,923
+2,662
+20% +$62.2K ﹤0.01% 1311
2024
Q4 		$311K Buy
+13,261
New +$405K ﹤0.01% 1319

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

&Partners's DFH Position: Q2 2026 in Review

&Partners sold out of Dream Finders Homes (DFH) in Q2 2026, closing a stake of 10,432 shares — an estimated $145K sold.

&Partners first reported a position in DFH in Q4 2024 and held it in 5 quarters. The position peaked at $492K in Q3 2025. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • &Partners reported no remaining Dream Finders Homes position as of Q2 2026 after selling out during the quarter.
  • &Partners sold 10,432 Dream Finders Homes shares in Q2 2026, an estimated $145K.
  • &Partners first reported a position in Dream Finders Homes in Q4 2024 and held it in 5 quarters.
  • &Partners's Dream Finders Homes position peaked at $492K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.