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Integrated Wealth Concepts’s Dream Finders Homes DFH Stock Holding History

Integrated Wealth Concepts’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 		$400K Buy
23,201
+415
+2% +$6.1K ﹤0.01% 1910
2026
Q1 		$317K Buy
22,786
+1,356
+6% +$24.1K ﹤0.01% 1822
2025
Q4 		$366K Buy
21,430
+192
+0.9% +$3.93K ﹤0.01% 1239
2025
Q3 		$550K Buy
21,238
+75
+0.4% +$2.06K ﹤0.01% 1289
2025
Q2 		$532K Buy
+21,163
New +$476K 0.01% 1238

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

Integrated Wealth Concepts's DFH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Dream Finders Homes (DFH) stake by 1.8% in Q2 2026, buying an estimated $6.1K and bringing the position to 23,201 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Integrated Wealth Concepts first reported a position in DFH in Q2 2025 and has held it in 5 quarters since. The position peaked at $550K in Q3 2025. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Integrated Wealth Concepts held 23,201 shares of Dream Finders Homes worth $400K as of Q2 2026.
  • Integrated Wealth Concepts bought 415 Dream Finders Homes shares in Q2 2026, an estimated $6.1K.
  • Dream Finders Homes made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1910 holding.
  • Integrated Wealth Concepts first reported a position in Dream Finders Homes in Q2 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Dream Finders Homes position peaked at $550K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.