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Atria Investments’s Dream Finders Homes DFH Stock Holding History

Atria Investments’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 		$221K Sell
12,800
-506
-4% -$7.44K ﹤0.01% 2014
2026
Q1 		$185K Buy
13,306
+1,991
+18% +$35.4K ﹤0.01% 1989
2025
Q4 		$193K Sell
11,315
-5,138
-31% -$105K ﹤0.01% 1976
2025
Q3 		$426K Buy
16,453
+31
+0.2% +$851 ﹤0.01% 1510
2025
Q2 		$413K Buy
16,422
+1,236
+8% +$27.8K ﹤0.01% 1523
2025
Q1 		$343K Buy
15,186
+1,766
+13% +$41.3K ﹤0.01% 1549
2024
Q4 		$312K Sell
13,420
-1,562
-10% -$47.7K ﹤0.01% 1579
2024
Q3 		$542K Sell
14,982
-6,047
-29% -$186K 0.01% 1277
2024
Q2 		$543K Sell
21,029
-8,123
-28% -$257K 0.01% 1259
2024
Q1 		$1.27M Sell
29,152
-1,878
-6% -$66.1K 0.02% 844
2023
Q4 		$1.1M Buy
+31,030
New +$772K 0.02% 853

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

Atria Investments's DFH Position: Q2 2026 in Review

Atria Investments reduced its Dream Finders Homes (DFH) stake by 3.8% in Q2 2026, selling an estimated $7.44K and leaving 12,800 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Atria Investments first reported a position in DFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q1 2024. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Atria Investments held 12,800 shares of Dream Finders Homes worth $221K as of Q2 2026.
  • Atria Investments sold 506 Dream Finders Homes shares in Q2 2026, an estimated $7.44K.
  • Dream Finders Homes made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2014 holding.
  • Atria Investments first reported a position in Dream Finders Homes in Q4 2023 and has held it in 11 quarters since.
  • Atria Investments's Dream Finders Homes position peaked at $1.27M in Q1 2024.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.