Charles Schwab
DFH icon

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
Q2 		$8.32M Buy
481,915
+66,902
+16% +$984K ﹤0.01% 2245
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 $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

Charles Schwab's DFH Position: Q2 2026 in Review

Charles Schwab increased its Dream Finders Homes (DFH) stake by 16% in Q2 2026, buying an estimated $984K and bringing the position to 481,915 shares worth $8.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

Charles Schwab first reported a position in DFH in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.85M in Q1 2024. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Charles Schwab held 481,915 shares of Dream Finders Homes worth $8.32M as of Q2 2026.
  • Charles Schwab bought 66,902 Dream Finders Homes shares in Q2 2026, an estimated $984K.
  • Dream Finders Homes made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2245 holding.
  • Charles Schwab first reported a position in Dream Finders Homes in Q1 2021 and has held it in 22 quarters since.
  • Charles Schwab's Dream Finders Homes position peaked at $8.85M in Q1 2024.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.