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 Q3	$2.11K	Sell	197 -461	-70%	-$6.51K	﹤0.01%	1927
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

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Bretton Capital Management San Francisco, California $119M AUM 6.47% 1-Year Est. Return

Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

MassMutual Private Wealth & Trust's DFH Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Dream Finders Homes (DFH) stake by 70% in Q3 2026, selling an estimated $6.51K and leaving 197 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

MassMutual Private Wealth & Trust first reported a position in DFH in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.4K in Q2 2026. 32 funds tracked by Wall St. Rank hold DFH as of Q3 2026.

MassMutual Private Wealth & Trust held 197 shares of Dream Finders Homes worth $2.11K as of Q3 2026.
MassMutual Private Wealth & Trust sold 461 Dream Finders Homes shares in Q3 2026, an estimated $6.51K.
Dream Finders Homes made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1927 holding.
MassMutual Private Wealth & Trust first reported a position in Dream Finders Homes in Q1 2025 and has held it in 5 quarters since.
MassMutual Private Wealth & Trust's Dream Finders Homes position peaked at $11.4K in Q2 2026.
32 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.