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Ridgewood Investments’s Dream Finders Homes DFH Stock Holding History

Ridgewood Investments’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
-500
Closed -$12.6K – 316
2025
Q2 		$12.6K Hold
500
– – 0.01% 487
2025
Q1 		$11.3K Buy
500
+300
+150% +$7.01K 0.01% 469
2024
Q4 		$4.65K Hold
200
– – ﹤0.01% 587
2024
Q3 		$7.24K Hold
200
– – ﹤0.01% 550
2024
Q2 		$5.16K Buy
+200
New +$6.32K ﹤0.01% 592

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Ridgewood Investments's DFH Position: Q3 2025 in Review

Ridgewood Investments sold out of Dream Finders Homes (DFH) in Q3 2025, closing a stake of 500 shares — an estimated $12.6K sold.

Ridgewood Investments first reported a position in DFH in Q2 2024 and held it in 5 quarters. The position peaked at $12.6K in Q2 2025. 196 funds tracked by Wall St. Rank hold DFH as of Q3 2025.

  • Ridgewood Investments reported no remaining Dream Finders Homes position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 500 Dream Finders Homes shares in Q3 2025, an estimated $12.6K.
  • Ridgewood Investments first reported a position in Dream Finders Homes in Q2 2024 and held it in 5 quarters.
  • Ridgewood Investments's Dream Finders Homes position peaked at $12.6K in Q2 2025.
  • 196 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.