Avion Wealth’s Dream Finders Homes DFH Stock Holding History

Avion Wealth’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	$1K	Buy	98 +78	+390%	+$1.15K	﹤0.01%	1216
2026 Q1	$0	Buy	+20	New	+$355	﹤0.01%	1319

Other funds holding DFH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avion Wealth's DFH Position: Q2 2026 in Review

Avion Wealth increased its Dream Finders Homes (DFH) stake by 390% in Q2 2026, buying an estimated $1.15K and bringing the position to 98 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Avion Wealth first reported a position in DFH in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

Avion Wealth held 98 shares of Dream Finders Homes worth $1K as of Q2 2026.
Avion Wealth bought 78 Dream Finders Homes shares in Q2 2026, an estimated $1.15K.
Dream Finders Homes made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1216 holding.
Avion Wealth first reported a position in Dream Finders Homes in Q1 2026 and has held it in 2 quarters since.
206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.