JFS Wealth Advisors’s Dream Finders Homes DFH Stock Holding History

JFS Wealth Advisors’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	$173	Buy	+10	New	+$147	﹤0.01%	2170
2026 Q1	–	Sell	-9	Closed	-$154	–	1908
2025 Q4	$154	Sell	9 -10	-53%	-$205	﹤0.01%	1876
2025 Q3	$493	Hold	19	–	–	﹤0.01%	1765
2025 Q2	$478	Buy	+19	New	+$427	﹤0.01%	1703
2025 Q1	–	Sell	-23	Closed	-$536	–	1949
2024 Q4	$536	Hold	23	–	–	﹤0.01%	1768
2024 Q3	$833	Buy	23 +14	+156%	+$430	﹤0.01%	1732
2024 Q2	$233	Hold	9	–	–	﹤0.01%	1888
2024 Q1	$394	Buy	9 +2	+29%	+$70	﹤0.01%	1825
2023 Q4	$249	Buy	+7	New	+$174	﹤0.01%	1882

Other funds holding DFH

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

PCM

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

JFS Wealth Advisors's DFH Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Dream Finders Homes (DFH) in Q2 2026: 10 shares worth $173. The stake represents ﹤0.01% of the portfolio and ranks #2170 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in DFH as recently as Q4 2025.

JFS Wealth Advisors first reported a position in DFH in Q4 2023 and has held it in 9 quarters since. The position peaked at $833 in Q3 2024. 14 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

JFS Wealth Advisors held 10 shares of Dream Finders Homes worth $173 as of Q2 2026.
Dream Finders Homes was a new JFS Wealth Advisors position in Q2 2026.
Dream Finders Homes made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2170 holding.
JFS Wealth Advisors first reported a position in Dream Finders Homes in Q4 2023 and has held it in 9 quarters since.
JFS Wealth Advisors's Dream Finders Homes position peaked at $833 in Q3 2024.
14 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.