Morgan Stanley
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Morgan Stanley’s Dream Finders Homes DFH Stock Holding History

Morgan Stanley’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 		$11.1M Buy
642,733
+295,866
+85% +$4.35M ﹤0.01% 3598
2026
Q1 		$4.83M Buy
346,867
+88,341
+34% +$1.57M ﹤0.01% 4164
2025
Q4 		$4.42M Buy
258,526
+41,989
+19% +$859K ﹤0.01% 4271
2025
Q3 		$5.61M Sell
216,537
-16,974
-7% -$466K ﹤0.01% 4063
2025
Q2 		$5.87M Sell
233,511
-205,158
-47% -$4.61M ﹤0.01% 3927
2025
Q1 		$9.9M Sell
438,669
-29,905
-6% -$699K ﹤0.01% 3348
2024
Q4 		$10.9M Buy
468,574
+146,936
+46% +$4.49M ﹤0.01% 3327
2024
Q3 		$11.6M Buy
321,638
+121,056
+60% +$3.72M ﹤0.01% 3311
2024
Q2 		$5.18M Sell
200,582
-7,636
-4% -$241K ﹤0.01% 3841
2024
Q1 		$9.11M Buy
208,218
+65,170
+46% +$2.29M ﹤0.01% 3422
2023
Q4 		$5.08M Buy
143,048
+93,515
+189% +$2.33M ﹤0.01% 3899
2023
Q3 		$1.1M Sell
49,533
-5,601
-10% -$145K ﹤0.01% 4740
2023
Q2 		$1.36M Buy
55,134
+17,088
+45% +$308K ﹤0.01% 4650
2023
Q1 		$504K Buy
38,046
+5,840
+18% +$68.9K ﹤0.01% 5248
2022
Q4 		$279K Sell
32,206
-19,802
-38% -$198K ﹤0.01% 5525
2022
Q3 		$552K Sell
52,008
-12,965
-20% -$156K ﹤0.01% 5224
2022
Q2 		$690K Buy
64,973
+12,334
+23% +$195K ﹤0.01% 5252
2022
Q1 		$899K Sell
52,639
-48,688
-48% -$936K ﹤0.01% 5072
2021
Q4 		$1.97M Buy
101,327
+67,775
+202% +$1.18M ﹤0.01% 4596
2021
Q3 		$581K Buy
33,552
+9,969
+42% +$208K ﹤0.01% 5400
2021
Q2 		$576K Sell
23,583
-6,611
-22% -$171K ﹤0.01% 5440
2021
Q1 		$727K Buy
+30,194
New +$741K ﹤0.01% 4931

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

Morgan Stanley's DFH Position: Q2 2026 in Review

Morgan Stanley increased its Dream Finders Homes (DFH) stake by 85% in Q2 2026, buying an estimated $4.35M and bringing the position to 642,733 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3598.

Morgan Stanley first reported a position in DFH in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.6M in Q3 2024. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Morgan Stanley held 642,733 shares of Dream Finders Homes worth $11.1M as of Q2 2026.
  • Morgan Stanley bought 295,866 Dream Finders Homes shares in Q2 2026, an estimated $4.35M.
  • Dream Finders Homes made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3598 holding.
  • Morgan Stanley first reported a position in Dream Finders Homes in Q1 2021 and has held it in 22 quarters since.
  • Morgan Stanley's Dream Finders Homes position peaked at $11.6M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.