AF
DFH icon

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
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 $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
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
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

Allworth Financial's DFH Position: Q1 2026 in Review

Allworth Financial increased its Dream Finders Homes (DFH) stake by 815% in Q1 2026, buying an estimated $6.95K and bringing the position to 439 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3833.

Allworth Financial first reported a position in DFH in Q3 2023 and has held it in 8 quarters since. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Allworth Financial held 439 shares of Dream Finders Homes worth $6.11K as of Q1 2026.
  • Allworth Financial bought 391 Dream Finders Homes shares in Q1 2026, an estimated $6.95K.
  • Dream Finders Homes made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3833 holding.
  • Allworth Financial first reported a position in Dream Finders Homes in Q3 2023 and has held it in 8 quarters since.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.