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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
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 $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

EverSource Wealth Advisors's DFH Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Dream Finders Homes (DFH) stake by 1,250% in Q1 2026, buying an estimated $3.55K and bringing the position to 216 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3491.

EverSource Wealth Advisors first reported a position in DFH in Q4 2024 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • EverSource Wealth Advisors held 216 shares of Dream Finders Homes worth $3.01K as of Q1 2026.
  • EverSource Wealth Advisors bought 200 Dream Finders Homes shares in Q1 2026, an estimated $3.55K.
  • Dream Finders Homes made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3491 holding.
  • EverSource Wealth Advisors first reported a position in Dream Finders Homes in Q4 2024 and has held it in 6 quarters since.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.