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Bell Investment Advisors’s Dream Finders Homes DFH Stock Holding History

Bell Investment Advisors’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 		– Sell
-32
Closed -$446 – 1845
2026
Q1 		$446 Buy
+32
New +$569 ﹤0.01% 1791

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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

Bell Investment Advisors's DFH Position: Q2 2026 in Review

Bell Investment Advisors sold out of Dream Finders Homes (DFH) in Q2 2026, closing a stake of 32 shares — an estimated $446 sold.

Bell Investment Advisors first reported a position in DFH in Q1 2026 and held it in 1 quarter. The position peaked at $446 in Q1 2026. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Bell Investment Advisors reported no remaining Dream Finders Homes position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 32 Dream Finders Homes shares in Q2 2026, an estimated $446.
  • Bell Investment Advisors first reported a position in Dream Finders Homes in Q1 2026 and held it in 1 quarter.
  • Bell Investment Advisors's Dream Finders Homes position peaked at $446 in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.