Zurich Cantonal Bank
DFH icon

Zurich Cantonal Bank’s Dream Finders Homes DFH Stock Holding History

Zurich Cantonal Bank’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 		$137K Hold
9,848
– – ﹤0.01% 2333
2025
Q4 		$168K Hold
9,848
– – ﹤0.01% 2280
2025
Q3 		$255K Hold
9,848
– – ﹤0.01% 2075
2025
Q2 		$247K Buy
9,848
+6,047
+159% +$136K ﹤0.01% 2034
2025
Q1 		$85.8K Hold
3,801
– – ﹤0.01% 2437
2024
Q4 		$88.4K Hold
3,801
– – ﹤0.01% 2467
2024
Q3 		$138K Hold
3,801
– – ﹤0.01% 2295
2024
Q2 		$98.1K Hold
3,801
– – ﹤0.01% 2376
2024
Q1 		$166K Hold
3,801
– – ﹤0.01% 2155
2023
Q4 		$135K Hold
3,801
– – ﹤0.01% 2298
2023
Q3 		$84.5K Buy
3,801
+1,295
+52% +$33.6K ﹤0.01% 2426
2023
Q2 		$61.6K Buy
+2,506
New +$45.1K ﹤0.01% 2538

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Kayne Anderson Rudnick Investment Management
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CB
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Janus Henderson Group
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State Street
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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