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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
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 $5.72T AUM 30.48% 1-Year Est. Return
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

SummitTX Capital's DFH Position: Q1 2026 in Review

SummitTX Capital increased its Dream Finders Homes (DFH) stake by 142% in Q1 2026, buying an estimated $549K and bringing the position to 52,630 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #508.

SummitTX Capital first reported a position in DFH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q1 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • SummitTX Capital held 52,630 shares of Dream Finders Homes worth $733K as of Q1 2026.
  • SummitTX Capital bought 30,879 Dream Finders Homes shares in Q1 2026, an estimated $549K.
  • Dream Finders Homes made up 0.02% of SummitTX Capital's portfolio in Q1 2026, its #508 holding.
  • SummitTX Capital first reported a position in Dream Finders Homes in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Dream Finders Homes position peaked at $1.13M in Q1 2025.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.