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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
Q2 		$730K Buy
+42,323
New +$622K 0.28% 122
2026
Q1 		– Sell
-28,891
Closed -$494K – 442
2025
Q4 		$494K Buy
+28,891
New +$591K 0.2% 178

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

VarCov Co's DFH Position: Q2 2026 in Review

VarCov Co opened a new position in Dream Finders Homes (DFH) in Q2 2026: 42,323 shares worth $730K. The stake represents 0.28% of the portfolio and ranks #122 among its holdings. This is a return to the name: VarCov Co previously reported a position in DFH as recently as Q4 2025.

VarCov Co first reported a position in DFH in Q4 2025 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • VarCov Co held 42,323 shares of Dream Finders Homes worth $730K as of Q2 2026.
  • Dream Finders Homes was a new VarCov Co position in Q2 2026.
  • Dream Finders Homes made up 0.28% of VarCov Co's portfolio in Q2 2026, its #122 holding.
  • VarCov Co first reported a position in Dream Finders Homes in Q4 2025 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.