First Trust Advisors
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First Trust Advisors’s Dream Finders Homes DFH Stock Holding History

First Trust 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
2025
Q2 		– Sell
-168,963
Closed -$3.81M – 2617
2025
Q1 		$3.81M Buy
168,963
+100,283
+146% +$2.34M ﹤0.01% 1454
2024
Q4 		$1.6M Buy
68,680
+15,008
+28% +$459K ﹤0.01% 1898
2024
Q3 		$1.94M Sell
53,672
-56,073
-51% -$1.72M ﹤0.01% 1786
2024
Q2 		$2.83M Buy
+109,745
New +$3.47M ﹤0.01% 1548
2023
Q3 		– Sell
-57,369
Closed -$1.41M – 2391
2023
Q2 		$1.41M Buy
57,369
+1,334
+2% +$24K ﹤0.01% 1861
2023
Q1 		$742K Buy
56,035
+4,274
+8% +$50.5K ﹤0.01% 2041
2022
Q4 		$448K Sell
51,761
-3,596
-6% -$36K ﹤0.01% 2223
2022
Q3 		$587K Buy
55,357
+28,301
+105% +$341K ﹤0.01% 2147
2022
Q2 		$288K Sell
27,056
-672
-2% -$10.6K ﹤0.01% 2308
2022
Q1 		$474K Sell
27,728
-1,609
-5% -$30.9K ﹤0.01% 2267
2021
Q4 		$571K Buy
29,337
+3,625
+14% +$63.2K ﹤0.01% 2253
2021
Q3 		$446K Buy
+25,712
New +$535K ﹤0.01% 2313

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors's DFH Position: Q2 2025 in Review

First Trust Advisors sold out of Dream Finders Homes (DFH) in Q2 2025, closing a stake of 168,963 shares — an estimated $3.81M sold.

First Trust Advisors first reported a position in DFH in Q3 2021 and held it in 12 quarters. The position peaked at $3.81M in Q1 2025. 200 funds tracked by Wall St. Rank hold DFH as of Q2 2025.

  • First Trust Advisors reported no remaining Dream Finders Homes position as of Q2 2025 after selling out during the quarter.
  • First Trust Advisors sold 168,963 Dream Finders Homes shares in Q2 2025, an estimated $3.81M.
  • First Trust Advisors first reported a position in Dream Finders Homes in Q3 2021 and held it in 12 quarters.
  • First Trust Advisors's Dream Finders Homes position peaked at $3.81M in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2025.

Based on First Trust Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.