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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
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 $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

Atria Investments's DFH Position: Q1 2026 in Review

Atria Investments increased its Dream Finders Homes (DFH) stake by 18% in Q1 2026, buying an estimated $35.4K and bringing the position to 13,306 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Atria Investments first reported a position in DFH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27M in Q1 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Atria Investments held 13,306 shares of Dream Finders Homes worth $185K as of Q1 2026.
  • Atria Investments bought 1,991 Dream Finders Homes shares in Q1 2026, an estimated $35.4K.
  • Dream Finders Homes made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1989 holding.
  • Atria Investments first reported a position in Dream Finders Homes in Q4 2023 and has held it in 10 quarters since.
  • Atria Investments's Dream Finders Homes position peaked at $1.27M in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.