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 Q3	$13.8K	Hold	1,288	–	–	﹤0.01%	383
2026 Q2	$22.2K	Hold	1,288	–	–	﹤0.01%	331
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

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bretton Capital Management San Francisco, California $119M AUM 6.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Atlantic Edge Private Wealth Management's DFH Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management held its Dream Finders Homes (DFH) position steady in Q3 2026 at 1,288 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Atlantic Edge Private Wealth Management first reported a position in DFH in Q4 2023 and has held it in 12 quarters since. The position peaked at $56.3K in Q1 2024. 72 funds tracked by Wall St. Rank hold DFH as of Q3 2026.

Atlantic Edge Private Wealth Management held 1,288 shares of Dream Finders Homes worth $13.8K as of Q3 2026.
Atlantic Edge Private Wealth Management left its Dream Finders Homes share count unchanged in Q3 2026.
Dream Finders Homes made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #383 holding.
Atlantic Edge Private Wealth Management first reported a position in Dream Finders Homes in Q4 2023 and has held it in 12 quarters since.
Atlantic Edge Private Wealth Management's Dream Finders Homes position peaked at $56.3K in Q1 2024.
72 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.