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Keating Financial Advisory Services’s Dream Finders Homes DFH Stock Holding History

Keating Financial Advisory Services’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 		$397 Buy
+23
New +$338 ﹤0.01% 2372
2026
Q1 		– Sell
-60
Closed -$1.03K – 2594
2025
Q4 		$1.03K Buy
+60
New +$1.23K ﹤0.01% 1792

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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

Keating Financial Advisory Services's DFH Position: Q2 2026 in Review

Keating Financial Advisory Services opened a new position in Dream Finders Homes (DFH) in Q2 2026: 23 shares worth $397. The stake represents ﹤0.01% of the portfolio and ranks #2372 among its holdings. This is a return to the name: Keating Financial Advisory Services previously reported a position in DFH as recently as Q4 2025.

Keating Financial Advisory Services first reported a position in DFH in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.03K in Q4 2025. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Keating Financial Advisory Services held 23 shares of Dream Finders Homes worth $397 as of Q2 2026.
  • Dream Finders Homes was a new Keating Financial Advisory Services position in Q2 2026.
  • Dream Finders Homes made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2372 holding.
  • Keating Financial Advisory Services first reported a position in Dream Finders Homes in Q4 2025 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Dream Finders Homes position peaked at $1.03K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.