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Shell Asset Management’s Dream Finders Homes DFH Stock Holding History

Shell Asset 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
2025
Q3 		$26K Sell
1,018
-1,745
-63% -$47.9K ﹤0.01% 999
2025
Q2 		$69K Sell
2,763
-301
-10% -$6.76K ﹤0.01% 1081
2025
Q1 		$69K Sell
3,064
-131
-4% -$3.06K ﹤0.01% 1084
2024
Q4 		$74K Hold
3,195
– – ﹤0.01% 1104
2024
Q3 		$116K Buy
+3,195
New +$98.1K 0.01% 1012
2024
Q1 		$87K Sell
3,384
-339
-9% -$11.9K ﹤0.01% 1056
2023
Q4 		$132K Sell
3,723
-1,105
-23% -$27.5K 0.01% 984
2023
Q3 		$107K Sell
4,828
-77
-2% -$2K ﹤0.01% 1073
2023
Q2 		$121K Sell
4,905
-5,629
-53% -$101K ﹤0.01% 1075
2023
Q1 		$140K Sell
10,534
-38
-0.4% -$449 0.01% 1029
2022
Q4 		$92K Sell
10,572
-2,087
-16% -$20.9K ﹤0.01% 1167
2022
Q3 		$134K Sell
12,659
-3,329
-21% -$40.1K 0.01% 1137
2022
Q2 		$170K Buy
15,988
+20
+0.1% +$316 0.01% 1158
2022
Q1 		$273K Sell
15,968
-2,367
-13% -$45.5K 0.01% 1074
2021
Q4 		$357K Buy
+18,335
New +$320K 0.01% 1043

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

Shell Asset Management's DFH Position: Q3 2025 in Review

Shell Asset Management reduced its Dream Finders Homes (DFH) stake by 63% in Q3 2025, selling an estimated $47.9K and leaving 1,018 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Shell Asset Management first reported a position in DFH in Q4 2021 and has held it in 15 quarters since. The position peaked at $357K in Q4 2021. 196 funds tracked by Wall St. Rank hold DFH as of Q3 2025.

  • Shell Asset Management held 1,018 shares of Dream Finders Homes worth $26K as of Q3 2025.
  • Shell Asset Management sold 1,745 Dream Finders Homes shares in Q3 2025, an estimated $47.9K.
  • Dream Finders Homes made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #999 holding.
  • Shell Asset Management first reported a position in Dream Finders Homes in Q4 2021 and has held it in 15 quarters since.
  • Shell Asset Management's Dream Finders Homes position peaked at $357K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.