Envestnet Asset Management
DFH icon

Envestnet Asset Management’s Dream Finders Homes DFH Stock Holding History

Envestnet Asset Management’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 		$1.19M Sell
69,168
-16,781
-20% -$247K ﹤0.01% 3522
2026
Q1 		$1.2M Buy
85,949
+7,064
+9% +$126K ﹤0.01% 3352
2025
Q4 		$1.35M Sell
78,885
-70,635
-47% -$1.44M ﹤0.01% 3104
2025
Q3 		$3.88M Sell
149,520
-42,074
-22% -$1.16M ﹤0.01% 2423
2025
Q2 		$4.81M Buy
191,594
+4,268
+2% +$95.9K ﹤0.01% 2218
2025
Q1 		$4.23M Buy
187,326
+2,321
+1% +$54.3K ﹤0.01% 2245
2024
Q4 		$4.31M Buy
185,005
+60,125
+48% +$1.84M ﹤0.01% 2209
2024
Q3 		$4.52M Buy
124,880
+1,377
+1% +$42.3K ﹤0.01% 2158
2024
Q2 		$3.19M Sell
123,503
-11,280
-8% -$357K ﹤0.01% 2328
2024
Q1 		$5.89M Buy
134,783
+122,732
+1,018% +$4.32M ﹤0.01% 1868
2023
Q4 		$428K Buy
+12,051
New +$300K ﹤0.01% 3414
2022
Q3 		– Sell
-10,244
Closed -$109K – 3928
2022
Q2 		$109K Buy
+10,244
New +$162K ﹤0.01% 3749
2021
Q3 		– Sell
-8,254
Closed -$202K – 3687
2021
Q2 		$202K Buy
+8,254
New +$213K ﹤0.01% 3487

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

Envestnet Asset Management's DFH Position: Q2 2026 in Review

Envestnet Asset Management reduced its Dream Finders Homes (DFH) stake by 20% in Q2 2026, selling an estimated $247K and leaving 69,168 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3522.

Envestnet Asset Management first reported a position in DFH in Q2 2021 and has held it in 13 quarters since. The position peaked at $5.89M in Q1 2024. 205 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Envestnet Asset Management held 69,168 shares of Dream Finders Homes worth $1.19M as of Q2 2026.
  • Envestnet Asset Management sold 16,781 Dream Finders Homes shares in Q2 2026, an estimated $247K.
  • Dream Finders Homes made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3522 holding.
  • Envestnet Asset Management first reported a position in Dream Finders Homes in Q2 2021 and has held it in 13 quarters since.
  • Envestnet Asset Management's Dream Finders Homes position peaked at $5.89M in Q1 2024.
  • 205 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.