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
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 $34B AUM 6.31% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Rockefeller Capital Management's DFH Position: Q1 2026 in Review

Rockefeller Capital Management increased its Dream Finders Homes (DFH) stake by 14% in Q1 2026, buying an estimated $312K and bringing the position to 146,446 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Rockefeller Capital Management first reported a position in DFH in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.2M in Q4 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Rockefeller Capital Management held 146,446 shares of Dream Finders Homes worth $2.04M as of Q1 2026.
  • Rockefeller Capital Management bought 17,574 Dream Finders Homes shares in Q1 2026, an estimated $312K.
  • Dream Finders Homes made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1293 holding.
  • Rockefeller Capital Management first reported a position in Dream Finders Homes in Q1 2025 and has held it in 5 quarters since.
  • Rockefeller Capital Management's Dream Finders Homes position peaked at $2.2M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.