Charles Schwab
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Charles Schwab’s Dream Finders Homes DFH Stock Holding History

Charles Schwab’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 		$5.78M Buy
415,013
+165,086
+66% +$2.93M ﹤0.01% 2343
2025
Q4 		$4.27M Sell
249,927
-42,933
-15% -$878K ﹤0.01% 2520
2025
Q3 		$7.59M Buy
292,860
+3,768
+1% +$103K ﹤0.01% 2241
2025
Q2 		$7.26M Buy
289,092
+23,184
+9% +$521K ﹤0.01% 2165
2025
Q1 		$6M Buy
265,908
+28,388
+12% +$664K ﹤0.01% 2194
2024
Q4 		$5.53M Buy
237,520
+10,869
+5% +$332K ﹤0.01% 2294
2024
Q3 		$8.21M Buy
226,651
+10,446
+5% +$321K ﹤0.01% 2128
2024
Q2 		$5.58M Buy
216,205
+13,814
+7% +$437K ﹤0.01% 2311
2024
Q1 		$8.85M Buy
202,391
+7,422
+4% +$261K ﹤0.01% 2046
2023
Q4 		$6.93M Buy
194,969
+16,902
+9% +$420K ﹤0.01% 2175
2023
Q3 		$3.96M Buy
178,067
+11,803
+7% +$307K ﹤0.01% 2355
2023
Q2 		$4.09M Buy
166,264
+10,589
+7% +$191K ﹤0.01% 2317
2023
Q1 		$2.06M Buy
155,675
+3,491
+2% +$41.2K ﹤0.01% 2518
2022
Q4 		$1.32M Buy
152,184
+2,764
+2% +$27.7K ﹤0.01% 2691
2022
Q3 		$1.58M Buy
149,420
+14,485
+11% +$175K ﹤0.01% 2648
2022
Q2 		$1.44M Buy
134,935
+43,245
+47% +$683K ﹤0.01% 2665
2022
Q1 		$1.57M Buy
91,690
+2,170
+2% +$41.7K ﹤0.01% 2725
2021
Q4 		$1.74M Buy
89,520
+1,674
+2% +$29.2K ﹤0.01% 2742
2021
Q3 		$1.52M Buy
87,846
+39,290
+81% +$818K ﹤0.01% 2759
2021
Q2 		$1.19M Buy
48,556
+1,231
+3% +$31.8K ﹤0.01% 2868
2021
Q1 		$1.14M Buy
+47,325
New +$1.16M ﹤0.01% 2812

Other funds holding DFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Charles Schwab's DFH Position: Q1 2026 in Review

Charles Schwab increased its Dream Finders Homes (DFH) stake by 66% in Q1 2026, buying an estimated $2.93M and bringing the position to 415,013 shares worth $5.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Charles Schwab first reported a position in DFH in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.85M in Q1 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Charles Schwab held 415,013 shares of Dream Finders Homes worth $5.78M as of Q1 2026.
  • Charles Schwab bought 165,086 Dream Finders Homes shares in Q1 2026, an estimated $2.93M.
  • Dream Finders Homes made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2343 holding.
  • Charles Schwab first reported a position in Dream Finders Homes in Q1 2021 and has held it in 21 quarters since.
  • Charles Schwab's Dream Finders Homes position peaked at $8.85M in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.