MassMutual Private Wealth & Trust’s Dream Finders Homes DFH Stock Holding History

MassMutual Private Wealth & Trust’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	$11.4K	Buy	658 +96	+17%	+$1.41K	﹤0.01%	1349
2026 Q1	$7.82K	Buy	562 +518	+1,177%	+$9.2K	﹤0.01%	1468
2025 Q4	$752	Buy	+44	New	+$900	﹤0.01%	2191
2025 Q2	–	Sell	-54	Closed	-$1.22K	–	2385
2025 Q1	$1.22K	Buy	+54	New	+$1.26K	﹤0.01%	2068

Other funds holding DFH

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

PCM

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MassMutual Private Wealth & Trust's DFH Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Dream Finders Homes (DFH) stake by 17% in Q2 2026, buying an estimated $1.41K and bringing the position to 658 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

MassMutual Private Wealth & Trust first reported a position in DFH in Q1 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

MassMutual Private Wealth & Trust held 658 shares of Dream Finders Homes worth $11.4K as of Q2 2026.
MassMutual Private Wealth & Trust bought 96 Dream Finders Homes shares in Q2 2026, an estimated $1.41K.
Dream Finders Homes made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1349 holding.
MassMutual Private Wealth & Trust first reported a position in Dream Finders Homes in Q1 2025 and has held it in 4 quarters since.
14 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.