JY
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Jeff Yass’s Dream Finders Homes DFH Stock Holding History

Jeff Yass’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 		$942K Buy
54,586
+21,346
+64% +$314K ﹤0.01% 8354
2026
Q1 		$463K Buy
33,240
+16,742
+101% +$297K ﹤0.01% 9878
2025
Q4 		$282K Sell
16,498
-27,991
-63% -$572K ﹤0.01% 10087
2025
Q3 		$1.15M Sell
44,489
-13,549
-23% -$372K ﹤0.01% 7014
2025
Q2 		$1.46M Buy
58,038
+10,946
+23% +$246K ﹤0.01% 6512
2025
Q1 		$1.06M Buy
47,092
+15,663
+50% +$366K ﹤0.01% 7110
2024
Q4 		$731K Sell
31,429
-37,001
-54% -$1.13M ﹤0.01% 7720
2024
Q3 		$2.48M Sell
68,430
-19,357
-22% -$595K ﹤0.01% 4868
2024
Q2 		$2.27M Sell
87,787
-14,538
-14% -$460K ﹤0.01% 4854
2024
Q1 		$4.47M Sell
102,325
-5,834
-5% -$205K ﹤0.01% 3801
2023
Q4 		$3.84M Buy
108,159
+72,741
+205% +$1.81M ﹤0.01% 4165
2023
Q3 		$787K Sell
35,418
-8,006
-18% -$208K ﹤0.01% 7173
2023
Q2 		$1.07M Buy
43,424
+33,413
+334% +$602K ﹤0.01% 6528
2023
Q1 		$133K Buy
+10,011
New +$118K ﹤0.01% 11031
2022
Q4 		– Sell
-15,506
Closed -$164K – 12646
2022
Q3 		$164K Sell
15,506
-5,940
-28% -$71.6K ﹤0.01% 11119
2022
Q2 		$228K Sell
21,446
-107,049
-83% -$1.69M ﹤0.01% 10295
2022
Q1 		$2.19M Buy
128,495
+106,168
+476% +$2.04M ﹤0.01% 5271
2021
Q4 		$434K Sell
22,327
-8,881
-28% -$155K ﹤0.01% 9555
2021
Q3 		$541K Buy
31,208
+12,435
+66% +$259K ﹤0.01% 9172
2021
Q2 		$459K Buy
18,773
+9,394
+100% +$243K ﹤0.01% 9783
2021
Q1 		$226K Buy
+9,379
New +$230K ﹤0.01% 11174

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

Jeff Yass's DFH Position: Q2 2026 in Review

Jeff Yass increased its Dream Finders Homes (DFH) stake by 64% in Q2 2026, buying an estimated $314K and bringing the position to 54,586 shares worth $942K. The position accounts for ﹤0.01% of the portfolio, ranked #8354.

Jeff Yass first reported a position in DFH in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.47M in Q1 2024. 204 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Jeff Yass held 54,586 shares of Dream Finders Homes worth $942K as of Q2 2026.
  • Jeff Yass bought 21,346 Dream Finders Homes shares in Q2 2026, an estimated $314K.
  • Dream Finders Homes made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8354 holding.
  • Jeff Yass first reported a position in Dream Finders Homes in Q1 2021 and has held it in 21 quarters since.
  • Jeff Yass's Dream Finders Homes position peaked at $4.47M in Q1 2024.
  • 204 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.