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
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 $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

Envestnet Asset Management's DFH Position: Q1 2026 in Review

Envestnet Asset Management increased its Dream Finders Homes (DFH) stake by 9% in Q1 2026, buying an estimated $126K and bringing the position to 85,949 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3352.

Envestnet Asset Management first reported a position in DFH in Q2 2021 and has held it in 12 quarters since. The position peaked at $5.89M in Q1 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Envestnet Asset Management held 85,949 shares of Dream Finders Homes worth $1.2M as of Q1 2026.
  • Envestnet Asset Management bought 7,064 Dream Finders Homes shares in Q1 2026, an estimated $126K.
  • Dream Finders Homes made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3352 holding.
  • Envestnet Asset Management first reported a position in Dream Finders Homes in Q2 2021 and has held it in 12 quarters since.
  • Envestnet Asset Management's Dream Finders Homes position peaked at $5.89M in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.