MML Investors Services’s Dream Finders Homes DFH Stock Holding History

MML Investors 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
2025 Q3	–	Sell	-8,637	Closed	-$217K	–	2901
2025 Q2	$217K	Buy	+8,637	New	+$194K	﹤0.01%	2630
2025 Q1	–	Sell	-8,704	Closed	-$203K	–	2710
2024 Q4	$203K	Sell	8,704 -2,498	-22%	-$76.4K	﹤0.01%	2516
2024 Q3	$406K	Buy	11,202 +189	+2%	+$5.8K	﹤0.01%	1991
2024 Q2	$284K	Buy	11,013 +2,840	+35%	+$89.8K	﹤0.01%	2115
2024 Q1	$357K	Buy	8,173 +1,173	+17%	+$41.3K	﹤0.01%	1993
2023 Q4	$249K	Sell	7,000 -30,000	-81%	-$746K	﹤0.01%	2166
2023 Q3	$823K	Hold	37,000	–	–	﹤0.01%	1338
2023 Q2	$910K	Hold	37,000	–	–	0.01%	1279
2023 Q1	$490K	Buy	+37,000	New	+$437K	﹤0.01%	1415

Other funds holding DFH

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

ACP

Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

MML Investors Services's DFH Position: Q3 2025 in Review

MML Investors Services sold out of Dream Finders Homes (DFH) in Q3 2025, closing a stake of 8,637 shares — an estimated $217K sold.

MML Investors Services first reported a position in DFH in Q1 2023 and held it in 9 quarters. The position peaked at $910K in Q2 2023. 196 funds tracked by Wall St. Rank hold DFH as of Q3 2025.

MML Investors Services reported no remaining Dream Finders Homes position as of Q3 2025 after selling out during the quarter.
MML Investors Services sold 8,637 Dream Finders Homes shares in Q3 2025, an estimated $217K.
MML Investors Services first reported a position in Dream Finders Homes in Q1 2023 and held it in 9 quarters.
MML Investors Services's Dream Finders Homes position peaked at $910K in Q2 2023.
196 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2025.

Based on MML Investors Services's 13F filing for Q3 2025, filed 14 Nov 2025.