Global Retirement Partners
DFH icon

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
2026
Q2 		$37K Buy
+2,141
New +$31.5K ﹤0.01% 2710
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 +$4.98K ﹤0.01% 2230

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Cooke & Bieler
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State Street
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Dimensional Fund Advisors
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Vanguard Portfolio Management
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Elgethun Capital Management
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Geode Capital Management
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Global Retirement Partners's DFH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Dream Finders Homes (DFH) in Q2 2026: 2,141 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #2710 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DFH as recently as Q4 2025.

Global Retirement Partners first reported a position in DFH in Q4 2023 and has held it in 7 quarters since. The position peaked at $96.2K in Q1 2024. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Global Retirement Partners held 2,141 shares of Dream Finders Homes worth $37K as of Q2 2026.
  • Dream Finders Homes was a new Global Retirement Partners position in Q2 2026.
  • Dream Finders Homes made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2710 holding.
  • Global Retirement Partners first reported a position in Dream Finders Homes in Q4 2023 and has held it in 7 quarters since.
  • Global Retirement Partners's Dream Finders Homes position peaked at $96.2K in Q1 2024.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.