GRP
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Global Retirement Partners’s Dream Finders Homes DFH Stock Holding History

Global Retirement 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
2025
Q4 		$51 Buy
+3
New +$61 ﹤0.01% 4179
2024
Q4 		$4.86K Sell
209
-241
-54% -$7.37K ﹤0.01% 2694
2024
Q3 		$16.3K Sell
450
-1,000
-69% -$30.7K ﹤0.01% 2088
2024
Q2 		$37.4K Sell
1,450
-750
-34% -$23.7K ﹤0.01% 1690
2024
Q1 		$96.2K Buy
2,200
+2,000
+1,000% +$70.4K ﹤0.01% 1104
2023
Q4 		$6.35K Buy
+200
New +$4.97K ﹤0.01% 2230

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Global Retirement Partners's DFH Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Dream Finders Homes (DFH) in Q4 2025: 3 shares worth $51. The stake represents ﹤0.01% of the portfolio and ranks #4179 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DFH as recently as Q4 2024.

Global Retirement Partners first reported a position in DFH in Q4 2023 and has held it in 6 quarters since. The position peaked at $96.2K in Q1 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2025.

  • Global Retirement Partners held 3 shares of Dream Finders Homes worth $51 as of Q4 2025.
  • Dream Finders Homes was a new Global Retirement Partners position in Q4 2025.
  • Dream Finders Homes made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4179 holding.
  • Global Retirement Partners first reported a position in Dream Finders Homes in Q4 2023 and has held it in 6 quarters since.
  • Global Retirement Partners's Dream Finders Homes position peaked at $96.2K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.