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Allworth Financial’s Dream Finders Homes DFH Stock Holding History

Allworth Financial’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 		$19.2K Buy
1,112
+673
+153% +$9.89K ﹤0.01% 3233
2026
Q1 		$6.11K Buy
439
+391
+815% +$6.95K ﹤0.01% 3833
2025
Q4 		$821 Buy
48
+38
+380% +$777 ﹤0.01% 4414
2025
Q3 		$260 Buy
+10
New +$275 ﹤0.01% 4574
2024
Q4 		– Sell
-54
Closed -$1.96K – 3967
2024
Q3 		$1.96K Sell
54
-20
-27% -$614 ﹤0.01% 2976
2024
Q2 		$2.29K Buy
74
+50
+208% +$1.58K ﹤0.01% 2861
2024
Q1 		$1.05K Hold
24
– – ﹤0.01% 3060
2023
Q4 		$853 Buy
24
+19
+380% +$473 ﹤0.01% 2998
2023
Q3 		$112 Buy
+5
New +$130 ﹤0.01% 3338

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

Allworth Financial's DFH Position: Q2 2026 in Review

Allworth Financial increased its Dream Finders Homes (DFH) stake by 153% in Q2 2026, buying an estimated $9.89K and bringing the position to 1,112 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3233.

Allworth Financial first reported a position in DFH in Q3 2023 and has held it in 9 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Allworth Financial held 1,112 shares of Dream Finders Homes worth $19.2K as of Q2 2026.
  • Allworth Financial bought 673 Dream Finders Homes shares in Q2 2026, an estimated $9.89K.
  • Dream Finders Homes made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3233 holding.
  • Allworth Financial first reported a position in Dream Finders Homes in Q3 2023 and has held it in 9 quarters since.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.