Creative Planning
DFH icon

Creative Planning’s Dream Finders Homes DFH Stock Holding History

Creative Planning’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 		$3.21M Buy
185,926
+121,591
+189% +$1.79M ﹤0.01% 1731
2026
Q1 		$896K Buy
+64,335
New +$1.14M ﹤0.01% 2549
2025
Q4 		– Sell
-9,028
Closed -$234K – 3951
2025
Q3 		$234K Buy
9,028
+832
+10% +$22.9K ﹤0.01% 3349
2025
Q2 		$206K Buy
+8,196
New +$184K ﹤0.01% 3199
2025
Q1 		– Sell
-767
Closed -$17.8K – 3526
2024
Q4 		$17.8K Buy
+767
New +$23.4K ﹤0.01% 3353
2024
Q2 		– Sell
-5,202
Closed -$227K – 3099
2024
Q1 		$227K Buy
+5,202
New +$183K ﹤0.01% 2481

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

Creative Planning's DFH Position: Q2 2026 in Review

Creative Planning increased its Dream Finders Homes (DFH) stake by 189% in Q2 2026, buying an estimated $1.79M and bringing the position to 185,926 shares worth $3.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Creative Planning first reported a position in DFH in Q1 2024 and has held it in 6 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Creative Planning held 185,926 shares of Dream Finders Homes worth $3.21M as of Q2 2026.
  • Creative Planning bought 121,591 Dream Finders Homes shares in Q2 2026, an estimated $1.79M.
  • Dream Finders Homes made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1731 holding.
  • Creative Planning first reported a position in Dream Finders Homes in Q1 2024 and has held it in 6 quarters since.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.