VarCov Co’s Dream Finders Homes DFH Stock Holding History

VarCov Co’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	–	Sell	-28,891	Closed	-$494K	–	442
2025 Q4	$494K	Buy	+28,891	New	+$591K	0.2%	178

Other funds holding DFH

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VarCov Co's DFH Position: Q1 2026 in Review

VarCov Co sold out of Dream Finders Homes (DFH) in Q1 2026, closing a stake of 28,891 shares — an estimated $494K sold.

VarCov Co first reported a position in DFH in Q4 2025 and held it in 1 quarter. The position peaked at $494K in Q4 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

VarCov Co reported no remaining Dream Finders Homes position as of Q1 2026 after selling out during the quarter.
VarCov Co sold 28,891 Dream Finders Homes shares in Q1 2026, an estimated $494K.
VarCov Co first reported a position in Dream Finders Homes in Q4 2025 and held it in 1 quarter.
VarCov Co's Dream Finders Homes position peaked at $494K in Q4 2025.
192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on VarCov Co's 13F filing for Q1 2026, filed 15 May 2026.