VAS
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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
Q2 		$5.95M Hold
344,796
– – 0.06% 332
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

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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

Vestmark Advisory Solutions's DFH Position: Q2 2026 in Review

Vestmark Advisory Solutions held its Dream Finders Homes (DFH) position steady in Q2 2026 at 344,796 shares worth $5.95M. The position accounts for 0.06% of the portfolio, ranked #332.

Vestmark Advisory Solutions first reported a position in DFH in Q2 2023 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Vestmark Advisory Solutions held 344,796 shares of Dream Finders Homes worth $5.95M as of Q2 2026.
  • Vestmark Advisory Solutions left its Dream Finders Homes share count unchanged in Q2 2026.
  • Dream Finders Homes made up 0.06% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #332 holding.
  • Vestmark Advisory Solutions first reported a position in Dream Finders Homes in Q2 2023 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.