HighTower Advisors’s Dream Finders Homes DFH Stock Holding History

HighTower 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	-10,185	Closed	-$256K	–	3886
2025 Q2	$256K	Buy	10,185 +817	+9%	+$18.4K	﹤0.01%	3068
2025 Q1	$211K	Buy	9,368 +450	+5%	+$10.5K	﹤0.01%	3135
2024 Q4	$208K	Buy	8,918 +2,475	+38%	+$75.7K	﹤0.01%	3171
2024 Q3	$234K	Buy	+6,443	New	+$198K	﹤0.01%	3015
2024 Q2	–	Sell	-4,677	Closed	-$203K	–	3739
2024 Q1	$203K	Buy	+4,677	New	+$165K	﹤0.01%	2974
2021 Q2	–	Sell	-10,500	Closed	-$253K	–	3210
2021 Q1	$253K	Buy	+10,500	New	+$258K	﹤0.01%	2423

Other funds holding DFH

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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

HighTower Advisors's DFH Position: Q3 2025 in Review

HighTower Advisors sold out of Dream Finders Homes (DFH) in Q3 2025, closing a stake of 10,185 shares — an estimated $256K sold.

HighTower Advisors first reported a position in DFH in Q1 2021 and held it in 6 quarters. The position peaked at $256K in Q2 2025. 196 funds tracked by Wall St. Rank hold DFH as of Q3 2025.

HighTower Advisors reported no remaining Dream Finders Homes position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 10,185 Dream Finders Homes shares in Q3 2025, an estimated $256K.
HighTower Advisors first reported a position in Dream Finders Homes in Q1 2021 and held it in 6 quarters.
HighTower Advisors's Dream Finders Homes position peaked at $256K in Q2 2025.
196 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.