Creative Planning
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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
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 $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

Creative Planning's DFH Position: Q1 2026 in Review

Creative Planning opened a new position in Dream Finders Homes (DFH) in Q1 2026: 64,335 shares worth $896K. The stake represents ﹤0.01% of the portfolio and ranks #2549 among its holdings. This is a return to the name: Creative Planning previously reported a position in DFH as recently as Q3 2025.

Creative Planning first reported a position in DFH in Q1 2024 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Creative Planning held 64,335 shares of Dream Finders Homes worth $896K as of Q1 2026.
  • Dream Finders Homes was a new Creative Planning position in Q1 2026.
  • Dream Finders Homes made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2549 holding.
  • Creative Planning first reported a position in Dream Finders Homes in Q1 2024 and has held it in 5 quarters since.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.