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Cedar Mountain Advisors’s Dream Finders Homes DFH Stock Holding History

Cedar Mountain 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
-24
Closed -$334 – 1188
2026
Q1 		$334 Sell
24
-78
-76% -$1.39K ﹤0.01% 1063
2025
Q4 		$1.74K Buy
102
+42
+70% +$859 ﹤0.01% 414
2025
Q3 		$1.55K Buy
+60
New +$1.65K ﹤0.01% 455

Other funds holding DFH

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Cedar Mountain Advisors's DFH Position: Q2 2026 in Review

Cedar Mountain Advisors sold out of Dream Finders Homes (DFH) in Q2 2026, closing a stake of 24 shares — an estimated $334 sold.

Cedar Mountain Advisors first reported a position in DFH in Q3 2025 and held it in 3 quarters. The position peaked at $1.74K in Q4 2025. 20 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Cedar Mountain Advisors reported no remaining Dream Finders Homes position as of Q2 2026 after selling out during the quarter.
  • Cedar Mountain Advisors sold 24 Dream Finders Homes shares in Q2 2026, an estimated $334.
  • Cedar Mountain Advisors first reported a position in Dream Finders Homes in Q3 2025 and held it in 3 quarters.
  • Cedar Mountain Advisors's Dream Finders Homes position peaked at $1.74K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.