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HHM Wealth Advisors’s Dream Finders Homes DFH Stock Holding History

HHM 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
2025
Q3 		– Sell
-50
Closed -$1.26K – 870
2025
Q2 		$1.26K Hold
50
– – ﹤0.01% 798
2025
Q1 		$1.13K Hold
50
– – ﹤0.01% 819
2024
Q4 		$1.16K Buy
+50
New +$1.53K ﹤0.01% 831

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
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

HHM Wealth Advisors's DFH Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Dream Finders Homes (DFH) in Q3 2025, closing a stake of 50 shares — an estimated $1.26K sold.

HHM Wealth Advisors first reported a position in DFH in Q4 2024 and held it in 3 quarters. The position peaked at $1.26K in Q2 2025. 196 funds tracked by Wall St. Rank hold DFH as of Q3 2025.

  • HHM Wealth Advisors reported no remaining Dream Finders Homes position as of Q3 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 50 Dream Finders Homes shares in Q3 2025, an estimated $1.26K.
  • HHM Wealth Advisors first reported a position in Dream Finders Homes in Q4 2024 and held it in 3 quarters.
  • HHM Wealth Advisors's Dream Finders Homes position peaked at $1.26K in Q2 2025.
  • 196 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.