Jones Financial Companies
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Jones Financial Companies's DFH Position: Q1 2026 in Review

Jones Financial Companies increased its Dream Finders Homes (DFH) stake by 9.6% in Q1 2026, buying an estimated $1.92K and bringing the position to 1,236 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3367.

Jones Financial Companies first reported a position in DFH in Q3 2024 and has held it in 6 quarters since. The position peaked at $19.3K in Q4 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Jones Financial Companies held 1,236 shares of Dream Finders Homes worth $16.6K as of Q1 2026.
  • Jones Financial Companies bought 108 Dream Finders Homes shares in Q1 2026, an estimated $1.92K.
  • Dream Finders Homes made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3367 holding.
  • Jones Financial Companies first reported a position in Dream Finders Homes in Q3 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Dream Finders Homes position peaked at $19.3K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.