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	–	Sell	-12,100	Closed	-$168K	–	13590
2026 Q1	$168K	Sell	12,100 -13,900	-53%	-$247K	﹤0.01%	11874
2025 Q4	$445K	Buy	26,000 +2,700	+12%	+$55.2K	﹤0.01%	9077
2025 Q3	$604K	Sell	23,300 -2,400	-9%	-$65.9K	﹤0.01%	8531
2025 Q2	$646K	Buy	25,700 +6,800	+36%	+$153K	﹤0.01%	8575
2025 Q1	$426K	Buy	+18,900	New	+$442K	﹤0.01%	9257
2024 Q4	–	Sell	-49,800	Closed	-$1.8M	–	12375
2024 Q3	$1.8M	Buy	49,800 +32,800	+193%	+$1.01M	﹤0.01%	5480
2024 Q2	$439K	Sell	17,000 -77,900	-82%	-$2.46M	﹤0.01%	8587
2024 Q1	$4.15M	Buy	+94,900	New	+$3.34M	﹤0.01%	3947
2022 Q3	–	Sell	-12,500	Closed	-$133K	–	13322
2022 Q2	$133K	Buy	+12,500	New	+$197K	﹤0.01%	11174
2021 Q2	–	Sell	-37,800	Closed	-$910K	–	12657
2021 Q1	$910K	Buy	+37,800	New	+$927K	﹤0.01%	7981

Other funds holding DFH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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.