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Alliance Wealth Advisors (Utah)’s Dream Finders Homes DFH Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q4 		– Sell
-10,204
Closed -$264K – 261
2025
Q3 		$264K Sell
10,204
-2,671
-21% -$73.4K 0.06% 237
2025
Q2 		$324K Buy
12,875
+1,039
+9% +$23.3K 0.08% 213
2025
Q1 		$267K Sell
11,836
-468
-4% -$10.9K 0.07% 229
2024
Q4 		$286K Buy
12,304
+4,153
+51% +$127K 0.07% 220
2024
Q3 		$295K Sell
8,151
-144
-2% -$4.42K 0.08% 213
2024
Q2 		$214K Sell
8,295
-337
-4% -$10.7K 0.06% 215
2024
Q1 		$377K Sell
8,632
-183
-2% -$6.44K 0.11% 172
2023
Q4 		$313K Buy
+8,815
New +$219K 0.11% 188
2023
Q3 		– Sell
-8,671
Closed -$213K – 221
2023
Q2 		$213K Buy
+8,671
New +$156K 0.08% 212

Other funds holding DFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Alliance Wealth Advisors (Utah)'s DFH Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Dream Finders Homes (DFH) in Q4 2025, closing a stake of 10,204 shares — an estimated $264K sold.

Alliance Wealth Advisors (Utah) first reported a position in DFH in Q2 2023 and held it in 9 quarters. The position peaked at $377K in Q1 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Dream Finders Homes position as of Q4 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 10,204 Dream Finders Homes shares in Q4 2025, an estimated $264K.
  • Alliance Wealth Advisors (Utah) first reported a position in Dream Finders Homes in Q2 2023 and held it in 9 quarters.
  • Alliance Wealth Advisors (Utah)'s Dream Finders Homes position peaked at $377K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.