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Portside Wealth Group’s Dream Finders Homes DFH Stock Holding History

Portside Wealth Group’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
-14,518
Closed -$376K – 475
2025
Q3 		$376K Sell
14,518
-8,606
-37% -$236K 0.05% 319
2025
Q2 		$581K Buy
23,124
+2,329
+11% +$52.3K 0.09% 221
2025
Q1 		$469K Buy
20,795
+312
+2% +$7.29K 0.08% 235
2024
Q4 		$477K Buy
20,483
+5,042
+33% +$154K 0.08% 238
2024
Q3 		$559K Sell
15,441
-1,440
-9% -$44.2K 0.1% 211
2024
Q2 		$436K Sell
16,881
-4,040
-19% -$128K 0.08% 230
2024
Q1 		$915K Buy
20,921
+4,951
+31% +$174K 0.17% 138
2023
Q4 		$567K Buy
15,970
+1,429
+10% +$35.5K 0.11% 193
2023
Q3 		$324K Sell
14,541
-534
-4% -$13.9K 0.06% 241
2023
Q2 		$371K Buy
+15,075
New +$271K 0.07% 229

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Portside Wealth Group's DFH Position: Q4 2025 in Review

Portside Wealth Group sold out of Dream Finders Homes (DFH) in Q4 2025, closing a stake of 14,518 shares — an estimated $376K sold.

Portside Wealth Group first reported a position in DFH in Q2 2023 and held it in 10 quarters. The position peaked at $915K in Q1 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2025.

  • Portside Wealth Group reported no remaining Dream Finders Homes position as of Q4 2025 after selling out during the quarter.
  • Portside Wealth Group sold 14,518 Dream Finders Homes shares in Q4 2025, an estimated $376K.
  • Portside Wealth Group first reported a position in Dream Finders Homes in Q2 2023 and held it in 10 quarters.
  • Portside Wealth Group's Dream Finders Homes position peaked at $915K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2025.

Based on Portside Wealth Group's 13F filing for Q4 2025, filed 21 Jan 2026.