Rockefeller Capital Management
DFH icon

Rockefeller Capital Management’s Dream Finders Homes DFH Stock Holding History

Rockefeller Capital 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
Q2 		$2.64M Buy
153,068
+6,622
+5% +$97.4K ﹤0.01% 1252
2026
Q1 		$2.04M Buy
146,446
+17,574
+14% +$312K ﹤0.01% 1293
2025
Q4 		$2.2M Buy
128,872
+66,294
+106% +$1.36M ﹤0.01% 1202
2025
Q3 		$1.62M Buy
62,578
+787
+1% +$21.6K ﹤0.01% 1236
2025
Q2 		$1.55M Buy
61,791
+22,335
+57% +$502K ﹤0.01% 1189
2025
Q1 		$890K Buy
+39,456
New +$922K ﹤0.01% 1306

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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

Rockefeller Capital Management's DFH Position: Q2 2026 in Review

Rockefeller Capital Management increased its Dream Finders Homes (DFH) stake by 4.5% in Q2 2026, buying an estimated $97.4K and bringing the position to 153,068 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Rockefeller Capital Management first reported a position in DFH in Q1 2025 and has held it in 6 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Rockefeller Capital Management held 153,068 shares of Dream Finders Homes worth $2.64M as of Q2 2026.
  • Rockefeller Capital Management bought 6,622 Dream Finders Homes shares in Q2 2026, an estimated $97.4K.
  • Dream Finders Homes made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1252 holding.
  • Rockefeller Capital Management first reported a position in Dream Finders Homes in Q1 2025 and has held it in 6 quarters since.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.