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Bogart Wealth LLC’s Dream Finders Homes DFH Stock Holding History

Bogart Wealth LLC’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 		$2.92K Buy
+169
New +$2.48K ﹤0.01% 1353
2022
Q4 		– Sell
-100
Closed -$1K – 1088
2022
Q3 		$1K Buy
+100
New +$1.21K ﹤0.01% 884

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

Bogart Wealth LLC's DFH Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Dream Finders Homes (DFH) in Q2 2026: 169 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in DFH as recently as Q3 2022.

Bogart Wealth LLC first reported a position in DFH in Q3 2022 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Bogart Wealth LLC held 169 shares of Dream Finders Homes worth $2.92K as of Q2 2026.
  • Dream Finders Homes was a new Bogart Wealth LLC position in Q2 2026.
  • Dream Finders Homes made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1353 holding.
  • Bogart Wealth LLC first reported a position in Dream Finders Homes in Q3 2022 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 Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.