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Advisory Services Network’s Dream Finders Homes DFH Stock Holding History

Advisory Services Network’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 		– Sell
-929
Closed -$12.9K – 2769
2026
Q1 		$12.9K Buy
+929
New +$16.5K ﹤0.01% 3433
2025
Q4 		– Sell
-1,509
Closed -$39.1K – 2407
2025
Q3 		$39.1K Buy
+1,509
New +$41.4K ﹤0.01% 2580
2024
Q2 		– Sell
-5,896
Closed -$258K – 1557
2024
Q1 		$258K Buy
5,896
+50
+0.9% +$1.76K 0.01% 1222
2023
Q4 		$208K Buy
+5,846
New +$145K 0.01% 1262
2023
Q2 		– Sell
-7,196
Closed -$95.3K – 1970
2023
Q1 		$95.3K Buy
7,196
+3,261
+83% +$38.5K ﹤0.01% 1679
2022
Q4 		$34.1K Buy
+3,935
New +$39.4K ﹤0.01% 2173

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

Advisory Services Network's DFH Position: Q2 2026 in Review

Advisory Services Network sold out of Dream Finders Homes (DFH) in Q2 2026, closing a stake of 929 shares — an estimated $12.9K sold.

Advisory Services Network first reported a position in DFH in Q4 2022 and held it in 6 quarters. The position peaked at $258K in Q1 2024. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Advisory Services Network reported no remaining Dream Finders Homes position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 929 Dream Finders Homes shares in Q2 2026, an estimated $12.9K.
  • Advisory Services Network first reported a position in Dream Finders Homes in Q4 2022 and held it in 6 quarters.
  • Advisory Services Network's Dream Finders Homes position peaked at $258K in Q1 2024.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.