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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
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

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

Atlantic Edge Private Wealth Management's DFH Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Dream Finders Homes (DFH) position steady in Q2 2026 at 1,288 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Atlantic Edge Private Wealth Management first reported a position in DFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $56.3K in Q1 2024. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 1,288 shares of Dream Finders Homes worth $22.2K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Dream Finders Homes share count unchanged in Q2 2026.
  • Dream Finders Homes made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #331 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Dream Finders Homes in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Dream Finders Homes position peaked at $56.3K in Q1 2024.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.