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Essential Partners’s Dream Finders Homes DFH Stock Holding History

Essential Partners’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
Q3 		$2.45K Buy
229
+33
+17% +$466 ﹤0.01% 1845
2026
Q2 		$3.38K Buy
196
+166
+553% +$2.44K ﹤0.01% 1731
2026
Q1 		$418 Buy
30
+21
+233% +$373 ﹤0.01% 2486
2025
Q4 		$154 Buy
+9
New +$184 ﹤0.01% 2481

Other funds holding DFH

Jackson Square Capital
Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Essential Partners's DFH Position: Q3 2026 in Review

Essential Partners increased its Dream Finders Homes (DFH) stake by 17% in Q3 2026, buying an estimated $466 and bringing the position to 229 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Essential Partners first reported a position in DFH in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.38K in Q2 2026. 16 funds tracked by Wall St. Rank hold DFH as of Q3 2026.

  • Essential Partners held 229 shares of Dream Finders Homes worth $2.45K as of Q3 2026.
  • Essential Partners bought 33 Dream Finders Homes shares in Q3 2026, an estimated $466.
  • Dream Finders Homes made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1845 holding.
  • Essential Partners first reported a position in Dream Finders Homes in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Dream Finders Homes position peaked at $3.38K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.