IFP Advisors
DFH icon

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
Q3 		$300 Sell
28
-322
-92% -$4.55K ﹤0.01% 4801
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

Jackson Square Capital
Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

IFP Advisors's DFH Position: Q3 2026 in Review

IFP Advisors reduced its Dream Finders Homes (DFH) stake by 92% in Q3 2026, selling an estimated $4.55K and leaving 28 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #4801.

IFP Advisors first reported a position in DFH in Q1 2021 and has held it in 20 quarters since. The position peaked at $52K in Q4 2022. 16 funds tracked by Wall St. Rank hold DFH as of Q3 2026.

  • IFP Advisors held 28 shares of Dream Finders Homes worth $300 as of Q3 2026.
  • IFP Advisors sold 322 Dream Finders Homes shares in Q3 2026, an estimated $4.55K.
  • Dream Finders Homes made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4801 holding.
  • IFP Advisors first reported a position in Dream Finders Homes in Q1 2021 and has held it in 20 quarters since.
  • IFP Advisors's Dream Finders Homes position peaked at $52K in Q4 2022.
  • 16 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.