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 		– Sell
-11,700
Closed -$163K – 13591
2026
Q1 		$163K Buy
+11,700
New +$208K ﹤0.01% 11915
2025
Q4 		– Sell
-11,100
Closed -$288K – 12568
2025
Q3 		$288K Sell
11,100
-12,800
-54% -$352K ﹤0.01% 10215
2025
Q2 		$601K Buy
+23,900
New +$537K ﹤0.01% 8753
2025
Q1 		– Sell
-13,800
Closed -$321K – 12644
2024
Q4 		$321K Sell
13,800
-28,700
-68% -$877K ﹤0.01% 9686
2024
Q3 		$1.54M Buy
42,500
+9,800
+30% +$301K ﹤0.01% 5845
2024
Q2 		$844K Sell
32,700
-60,500
-65% -$1.91M ﹤0.01% 6989
2024
Q1 		$4.08M Buy
93,200
+23,700
+34% +$835K ﹤0.01% 3981
2023
Q4 		$2.47M Buy
69,500
+26,700
+62% +$664K ﹤0.01% 4933
2023
Q3 		$951K Buy
+42,800
New +$1.11M ﹤0.01% 6736
2022
Q4 		– Sell
-13,600
Closed -$144K – 12647
2022
Q3 		$144K Buy
+13,600
New +$164K ﹤0.01% 11293
2021
Q4 		– Sell
-27,400
Closed -$475K – 13218
2021
Q3 		$475K Buy
27,400
+11,500
+72% +$239K ﹤0.01% 9520
2021
Q2 		$388K Buy
+15,900
New +$411K ﹤0.01% 10208

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.