Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dream Finders Homes DFH Stock Holding History

Carson Wealth (CWM 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
Q1 		$30.9K Buy
2,222
+1,385
+165% +$24.6K ﹤0.01% 4141
2025
Q4 		$14K Buy
837
+273
+48% +$5.58K ﹤0.01% 4364
2025
Q3 		$15K Buy
564
+91
+19% +$2.5K ﹤0.01% 4262
2025
Q2 		$12K Sell
473
-96
-17% -$2.16K ﹤0.01% 4198
2025
Q1 		$13K Buy
569
+183
+47% +$4.28K ﹤0.01% 3948
2024
Q4 		$9K Buy
386
+62
+19% +$1.9K ﹤0.01% 3913
2024
Q3 		$12K Sell
324
-111
-26% -$3.41K ﹤0.01% 3672
2024
Q2 		$11K Buy
435
+149
+52% +$4.71K ﹤0.01% 3472
2024
Q1 		$13K Buy
286
+165
+136% +$5.81K ﹤0.01% 3172
2023
Q4 		$4K Hold
121
– – ﹤0.01% 3584
2023
Q3 		$3K Hold
121
– – ﹤0.01% 3653
2023
Q2 		$3K Hold
121
– – ﹤0.01% 3620
2023
Q1 		$2K Hold
121
– – ﹤0.01% 3631
2022
Q4 		$1K Sell
121
-958
-89% -$9.6K ﹤0.01% 3723
2022
Q3 		$11K Sell
1,079
-252
-19% -$3.04K ﹤0.01% 2617
2022
Q2 		$14K Buy
+1,331
New +$21K ﹤0.01% 2354

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DFH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dream Finders Homes (DFH) stake by 165% in Q1 2026, buying an estimated $24.6K and bringing the position to 2,222 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4141.

Carson Wealth (CWM LLC) first reported a position in DFH in Q2 2022 and has held it in 16 quarters since. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,222 shares of Dream Finders Homes worth $30.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,385 Dream Finders Homes shares in Q1 2026, an estimated $24.6K.
  • Dream Finders Homes made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4141 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dream Finders Homes in Q2 2022 and has held it in 16 quarters since.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.