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Atlantic Edge Private Wealth Management’s Dream Finders Homes DFH Stock Holding History

Atlantic Edge Private Wealth Management’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 		$17.9K Hold
1,288
– – ﹤0.01% 333
2025
Q4 		$22K Hold
1,288
– – 0.01% 302
2025
Q3 		$33.4K Hold
1,288
– – 0.01% 250
2025
Q2 		$32.4K Hold
1,288
– – 0.01% 242
2025
Q1 		$29.1K Hold
1,288
– – 0.01% 243
2024
Q4 		$30K Hold
1,288
– – 0.01% 236
2024
Q3 		$46.6K Hold
1,288
– – 0.01% 210
2024
Q2 		$33.3K Hold
1,288
– – 0.01% 217
2024
Q1 		$56.3K Hold
1,288
– – 0.02% 182
2023
Q4 		$45.8K Buy
+1,288
New +$32K 0.02% 188

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

Atlantic Edge Private Wealth Management's DFH Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management held its Dream Finders Homes (DFH) position steady in Q1 2026 at 1,288 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Atlantic Edge Private Wealth Management first reported a position in DFH in Q4 2023 and has held it in 10 quarters since. The position peaked at $56.3K in Q1 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Atlantic Edge Private Wealth Management held 1,288 shares of Dream Finders Homes worth $17.9K as of Q1 2026.
  • Atlantic Edge Private Wealth Management left its Dream Finders Homes share count unchanged in Q1 2026.
  • Dream Finders Homes made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q1 2026, its #333 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Dream Finders Homes in Q4 2023 and has held it in 10 quarters since.
  • Atlantic Edge Private Wealth Management's Dream Finders Homes position peaked at $56.3K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.