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Westside Investment Management’s Dream Finders Homes DFH Stock Holding History

Westside Investment Management’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
2025
Q3 		– Sell
-60
Closed -$1.51K – 1392
2025
Q2 		$1.51K Hold
60
– – ﹤0.01% 1224
2025
Q1 		$1.35K Hold
60
– – ﹤0.01% 918
2024
Q4 		$1.4K Buy
+60
New +$1.83K ﹤0.01% 925

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Westside Investment Management's DFH Position: Q3 2025 in Review

Westside Investment Management sold out of Dream Finders Homes (DFH) in Q3 2025, closing a stake of 60 shares — an estimated $1.51K sold.

Westside Investment Management first reported a position in DFH in Q4 2024 and held it in 3 quarters. The position peaked at $1.51K in Q2 2025. 196 funds tracked by Wall St. Rank hold DFH as of Q3 2025.

  • Westside Investment Management reported no remaining Dream Finders Homes position as of Q3 2025 after selling out during the quarter.
  • Westside Investment Management sold 60 Dream Finders Homes shares in Q3 2025, an estimated $1.51K.
  • Westside Investment Management first reported a position in Dream Finders Homes in Q4 2024 and held it in 3 quarters.
  • Westside Investment Management's Dream Finders Homes position peaked at $1.51K in Q2 2025.
  • 196 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2025.

Based on Westside Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.