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Summit Wealth Group (Colorado)’s Dream Finders Homes DFH Stock Holding History

Summit Wealth Group (Colorado)’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
-14,339
Closed -$319K – 356
2025
Q3 		$319K Buy
+14,339
New +$394K 0.03% 344

Other funds holding DFH

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
ACP
Arcus Capital Partners Atlanta, Georgia $242M AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DFH Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Dream Finders Homes (DFH) in Q4 2025, closing a stake of 14,339 shares — an estimated $319K sold.

Summit Wealth Group (Colorado) first reported a position in DFH in Q3 2025 and held it in 1 quarter. The position peaked at $319K in Q3 2025. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Dream Finders Homes position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 14,339 Dream Finders Homes shares in Q4 2025, an estimated $319K.
  • Summit Wealth Group (Colorado) first reported a position in Dream Finders Homes in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Dream Finders Homes position peaked at $319K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.