Jones Financial Companies
DFH icon

Jones Financial Companies’s Dream Finders Homes DFH Stock Holding History

Jones Financial Companies’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 		$15.3K Sell
887
-349
-28% -$5.13K ﹤0.01% 3621
2026
Q1 		$16.6K Buy
1,236
+108
+10% +$1.92K ﹤0.01% 3367
2025
Q4 		$19.3K Buy
1,128
+561
+99% +$11.5K ﹤0.01% 2938
2025
Q3 		$14.8K Hold
567
– – ﹤0.01% 2924
2025
Q2 		$14.3K Buy
+567
New +$12.7K ﹤0.01% 2735
2025
Q1 		– Sell
-77
Closed -$1.79K – 3750
2024
Q4 		$1.79K Hold
77
– – ﹤0.01% 3031
2024
Q3 		$2.82K Buy
+77
New +$2.37K ﹤0.01% 2587

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

Jones Financial Companies's DFH Position: Q2 2026 in Review

Jones Financial Companies reduced its Dream Finders Homes (DFH) stake by 28% in Q2 2026, selling an estimated $5.13K and leaving 887 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

Jones Financial Companies first reported a position in DFH in Q3 2024 and has held it in 7 quarters since. The position peaked at $19.3K in Q4 2025. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Jones Financial Companies held 887 shares of Dream Finders Homes worth $15.3K as of Q2 2026.
  • Jones Financial Companies sold 349 Dream Finders Homes shares in Q2 2026, an estimated $5.13K.
  • Dream Finders Homes made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3621 holding.
  • Jones Financial Companies first reported a position in Dream Finders Homes in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Dream Finders Homes position peaked at $19.3K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.