LPL Financial
DFH icon

LPL Financial’s Dream Finders Homes DFH Stock Holding History

LPL Financial’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
-11,868
Closed -$165K – 6245
2026
Q1 		$165K Sell
11,868
-459
-4% -$8.16K ﹤0.01% 5560
2025
Q4 		$211K Sell
12,327
-598
-5% -$12.2K ﹤0.01% 5409
2025
Q3 		$335K Buy
+12,925
New +$355K ﹤0.01% 4967
2025
Q1 		– Sell
-10,111
Closed -$235K – 5399
2024
Q4 		$235K Sell
10,111
-1,159
-10% -$35.4K ﹤0.01% 4709
2024
Q3 		$408K Sell
11,270
-1,943
-15% -$59.7K ﹤0.01% 4180
2024
Q2 		$341K Sell
13,213
-7,935
-38% -$251K ﹤0.01% 4170
2024
Q1 		$925K Buy
21,148
+13,321
+170% +$469K ﹤0.01% 3251
2023
Q4 		$278K Buy
+7,827
New +$195K ﹤0.01% 4152

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

LPL Financial's DFH Position: Q2 2026 in Review

LPL Financial sold out of Dream Finders Homes (DFH) in Q2 2026, closing a stake of 11,868 shares — an estimated $165K sold.

LPL Financial first reported a position in DFH in Q4 2023 and held it in 8 quarters. The position peaked at $925K in Q1 2024. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • LPL Financial reported no remaining Dream Finders Homes position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 11,868 Dream Finders Homes shares in Q2 2026, an estimated $165K.
  • LPL Financial first reported a position in Dream Finders Homes in Q4 2023 and held it in 8 quarters.
  • LPL Financial's Dream Finders Homes position peaked at $925K in Q1 2024.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.