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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Advisory Services Network's DFH Position: Q1 2026 in Review

Advisory Services Network opened a new position in Dream Finders Homes (DFH) in Q1 2026: 929 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #3433 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in DFH as recently as Q3 2025.

Advisory Services Network first reported a position in DFH in Q4 2022 and has held it in 6 quarters since. The position peaked at $258K in Q1 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

Advisory Services Network held 929 shares of Dream Finders Homes worth $12.9K as of Q1 2026.
Dream Finders Homes was a new Advisory Services Network position in Q1 2026.
Dream Finders Homes made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3433 holding.
Advisory Services Network first reported a position in Dream Finders Homes in Q4 2022 and has held it in 6 quarters since.
Advisory Services Network's Dream Finders Homes position peaked at $258K in Q1 2024.
192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

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