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SummitTX Capital’s Dream Finders Homes DFH Stock Holding History

SummitTX Capital’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 		$1.29M Buy
74,861
+22,231
+42% +$327K 0.03% 412
2026
Q1 		$733K Buy
52,630
+30,879
+142% +$549K 0.02% 508
2025
Q4 		$372K Buy
21,751
+3,121
+17% +$63.8K 0.01% 573
2025
Q3 		$483K Sell
18,630
-4,415
-19% -$121K 0.02% 534
2025
Q2 		$579K Sell
23,045
-26,952
-54% -$606K 0.02% 483
2025
Q1 		$1.13M Buy
+49,997
New +$1.17M 0.05% 379

Other funds holding DFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

SummitTX Capital's DFH Position: Q2 2026 in Review

SummitTX Capital increased its Dream Finders Homes (DFH) stake by 42% in Q2 2026, buying an estimated $327K and bringing the position to 74,861 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #412.

SummitTX Capital 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.

  • SummitTX Capital held 74,861 shares of Dream Finders Homes worth $1.29M as of Q2 2026.
  • SummitTX Capital bought 22,231 Dream Finders Homes shares in Q2 2026, an estimated $327K.
  • Dream Finders Homes made up 0.03% of SummitTX Capital's portfolio in Q2 2026, its #412 holding.
  • SummitTX Capital 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 SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.