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Vestmark Advisory Solutions’s Dream Finders Homes DFH Stock Holding History

Vestmark Advisory Solutions’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 		$4.8M Buy
+344,796
New +$6.13M 0.05% 365
2023
Q3 		– Sell
-8,666
Closed -$213K – 522
2023
Q2 		$213K Buy
+8,666
New +$156K 0.01% 816

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

Vestmark Advisory Solutions's DFH Position: Q1 2026 in Review

Vestmark Advisory Solutions opened a new position in Dream Finders Homes (DFH) in Q1 2026: 344,796 shares worth $4.8M. The stake represents 0.05% of the portfolio and ranks #365 among its holdings. This is a return to the name: Vestmark Advisory Solutions previously reported a position in DFH as recently as Q2 2023.

Vestmark Advisory Solutions first reported a position in DFH in Q2 2023 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Vestmark Advisory Solutions held 344,796 shares of Dream Finders Homes worth $4.8M as of Q1 2026.
  • Dream Finders Homes was a new Vestmark Advisory Solutions position in Q1 2026.
  • Dream Finders Homes made up 0.05% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #365 holding.
  • Vestmark Advisory Solutions first reported a position in Dream Finders Homes in Q2 2023 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.