Fidelity Investments
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Fidelity Investments’s Dream Finders Homes DFH Stock Holding History

Fidelity Investments’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 		$522K Buy
30,259
+23,058
+320% +$339K ﹤0.01% 3273
2026
Q1 		$100K Buy
7,201
+5,276
+274% +$93.7K ﹤0.01% 3794
2025
Q4 		$32.9K Sell
1,925
-909
-32% -$18.6K ﹤0.01% 4282
2025
Q3 		$73.5K Buy
2,834
+437
+18% +$12K ﹤0.01% 3796
2025
Q2 		$60.2K Sell
2,397
-842
-26% -$18.9K ﹤0.01% 3805
2025
Q1 		$73.1K Buy
3,239
+1,214
+60% +$28.4K ﹤0.01% 3692
2024
Q4 		$47.1K Sell
2,025
-920
-31% -$28.1K ﹤0.01% 3878
2024
Q3 		$107K Buy
2,945
+1,468
+99% +$45.1K ﹤0.01% 3442
2024
Q2 		$38.1K Buy
1,477
+220
+18% +$6.96K ﹤0.01% 3760
2024
Q1 		$55K Sell
1,257
-33
-3% -$1.16K ﹤0.01% 3537
2023
Q4 		$45.8K Sell
1,290
-1,020
-44% -$25.4K ﹤0.01% 3555
2023
Q3 		$51.3K Buy
2,310
+1,520
+192% +$39.5K ﹤0.01% 3360
2023
Q2 		$19.4K Buy
790
+110
+16% +$1.98K ﹤0.01% 3874
2023
Q1 		$9.01K Buy
680
+552
+431% +$6.52K ﹤0.01% 4166
2022
Q4 		$1.11K Sell
128
-686
-84% -$6.88K ﹤0.01% 4631
2022
Q3 		$9K Buy
814
+680
+507% +$8.2K ﹤0.01% 4116
2022
Q2 		$1K Buy
+134
New +$2.12K ﹤0.01% 4691
2022
Q1 		– Sell
-223,204
Closed -$4.34M – 5038
2021
Q4 		$4.34M Buy
223,204
+206,404
+1,229% +$3.6M ﹤0.01% 2401
2021
Q3 		$291K Buy
+16,800
New +$350K ﹤0.01% 2888
2021
Q2 		– Sell
-25
Closed -$1K – 4355
2021
Q1 		$1K Buy
+25
New +$613 ﹤0.01% 3820

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

Fidelity Investments's DFH Position: Q2 2026 in Review

Fidelity Investments increased its Dream Finders Homes (DFH) stake by 320% in Q2 2026, buying an estimated $339K and bringing the position to 30,259 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #3273.

Fidelity Investments first reported a position in DFH in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.34M in Q4 2021. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Fidelity Investments held 30,259 shares of Dream Finders Homes worth $522K as of Q2 2026.
  • Fidelity Investments bought 23,058 Dream Finders Homes shares in Q2 2026, an estimated $339K.
  • Dream Finders Homes made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3273 holding.
  • Fidelity Investments first reported a position in Dream Finders Homes in Q1 2021 and has held it in 20 quarters since.
  • Fidelity Investments's Dream Finders Homes position peaked at $4.34M in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.