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IFP Advisors’s Dream Finders Homes DFH Stock Holding History

IFP 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
2026
Q2 		$6.04K Buy
350
+337
+2,592% +$4.96K ﹤0.01% 3675
2026
Q1 		$181 Sell
13
-694
-98% -$12.3K ﹤0.01% 4638
2025
Q4 		$12.1K Hold
707
– – ﹤0.01% 2962
2025
Q3 		$18.3K Buy
707
+107
+18% +$2.94K ﹤0.01% 2619
2025
Q2 		$18.3K Sell
600
-86
-13% -$1.93K ﹤0.01% 2599
2025
Q1 		$16.2K Buy
686
+93
+16% +$2.17K ﹤0.01% 2379
2024
Q4 		$14.6K Sell
593
-42
-7% -$1.28K ﹤0.01% 2386
2024
Q3 		$23K Buy
635
+52
+9% +$1.6K ﹤0.01% 2093
2024
Q2 		$15.1K Buy
583
+10
+2% +$316 ﹤0.01% 2190
2024
Q1 		$25.1K Buy
573
+8
+1% +$282 ﹤0.01% 1872
2023
Q4 		$20.1K Buy
+565
New +$14.1K ﹤0.01% 1915
2023
Q1 		– Sell
-2,500
Closed -$52K – 3609
2022
Q4 		$52K Hold
2,500
– – ﹤0.01% 2216
2022
Q3 		$52K Hold
2,500
– – ﹤0.01% 2332
2022
Q2 		$52K Hold
2,500
– – ﹤0.01% 2139
2022
Q1 		$52K Buy
2,500
+1,250
+100% +$24K ﹤0.01% 2139
2021
Q4 		$24K Buy
1,250
+50
+4% +$872 ﹤0.01% 1859
2021
Q3 		$20K Buy
1,200
+1,100
+1,100% +$22.9K ﹤0.01% 1973
2021
Q2 		$2K Sell
100
-1,000
-91% -$25.8K ﹤0.01% 2727
2021
Q1 		$26K Buy
+1,100
New +$27K ﹤0.01% 1731

Other funds holding DFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's DFH Position: Q2 2026 in Review

IFP Advisors increased its Dream Finders Homes (DFH) stake by 2,592% in Q2 2026, buying an estimated $4.96K and bringing the position to 350 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3675.

IFP Advisors first reported a position in DFH in Q1 2021 and has held it in 19 quarters since. The position peaked at $52K in Q4 2022. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • IFP Advisors held 350 shares of Dream Finders Homes worth $6.04K as of Q2 2026.
  • IFP Advisors bought 337 Dream Finders Homes shares in Q2 2026, an estimated $4.96K.
  • Dream Finders Homes made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3675 holding.
  • IFP Advisors first reported a position in Dream Finders Homes in Q1 2021 and has held it in 19 quarters since.
  • IFP Advisors's Dream Finders Homes position peaked at $52K in Q4 2022.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.