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EverSource Wealth Advisors’s Dream Finders Homes DFH Stock Holding History

EverSource Wealth Advisors’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 		$11.9K Buy
691
+475
+220% +$6.98K ﹤0.01% 2801
2026
Q1 		$3.01K Buy
216
+200
+1,250% +$3.55K ﹤0.01% 3491
2025
Q4 		$274 Sell
16
-14
-47% -$286 ﹤0.01% 3987
2025
Q3 		$778 Hold
30
– – ﹤0.01% 3830
2025
Q2 		$754 Sell
30
-45
-60% -$1.01K ﹤0.01% 3800
2025
Q1 		$1.69K Buy
75
+68
+971% +$1.59K ﹤0.01% 3000
2024
Q4 		$163 Buy
+7
New +$214 ﹤0.01% 3470

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

EverSource Wealth Advisors's DFH Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Dream Finders Homes (DFH) stake by 220% in Q2 2026, buying an estimated $6.98K and bringing the position to 691 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

EverSource Wealth Advisors first reported a position in DFH in Q4 2024 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • EverSource Wealth Advisors held 691 shares of Dream Finders Homes worth $11.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 475 Dream Finders Homes shares in Q2 2026, an estimated $6.98K.
  • Dream Finders Homes made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2801 holding.
  • EverSource Wealth Advisors first reported a position in Dream Finders Homes in Q4 2024 and has held it in 7 quarters since.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.