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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

LPL Financial's DFH Position: Q1 2026 in Review

LPL Financial reduced its Dream Finders Homes (DFH) stake by 3.7% in Q1 2026, selling an estimated $8.16K and leaving 11,868 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #5560.

LPL Financial first reported a position in DFH in Q4 2023 and has held it in 8 quarters since. The position peaked at $925K in Q1 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

LPL Financial held 11,868 shares of Dream Finders Homes worth $165K as of Q1 2026.
LPL Financial sold 459 Dream Finders Homes shares in Q1 2026, an estimated $8.16K.
Dream Finders Homes made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5560 holding.
LPL Financial first reported a position in Dream Finders Homes in Q4 2023 and has held it in 8 quarters since.
LPL Financial's Dream Finders Homes position peaked at $925K in Q1 2024.
192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.