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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Integrated Wealth Concepts's DFH Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Dream Finders Homes (DFH) stake by 6.3% in Q1 2026, buying an estimated $24.1K and bringing the position to 22,786 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Integrated Wealth Concepts first reported a position in DFH in Q2 2025 and has held it in 4 quarters since. The position peaked at $550K in Q3 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Integrated Wealth Concepts held 22,786 shares of Dream Finders Homes worth $317K as of Q1 2026.
  • Integrated Wealth Concepts bought 1,356 Dream Finders Homes shares in Q1 2026, an estimated $24.1K.
  • Dream Finders Homes made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1822 holding.
  • Integrated Wealth Concepts first reported a position in Dream Finders Homes in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Dream Finders Homes position peaked at $550K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.