MYIA
DFH icon

Mount Yale Investment Advisors’s Dream Finders Homes DFH Stock Holding History

Mount Yale Investment Advisors’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 		$5.95M Buy
344,821
+25
+0% +$368 0.11% 205
2026
Q1 		$4.8M Buy
+344,796
New +$6.13M 0.11% 192

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's DFH Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Dream Finders Homes (DFH) stake by 0.01% in Q2 2026, buying an estimated $368 and bringing the position to 344,821 shares worth $5.95M. The position accounts for 0.11% of the portfolio, ranked #205.

Mount Yale Investment Advisors first reported a position in DFH in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Mount Yale Investment Advisors held 344,821 shares of Dream Finders Homes worth $5.95M as of Q2 2026.
  • Mount Yale Investment Advisors bought 25 Dream Finders Homes shares in Q2 2026, an estimated $368.
  • Dream Finders Homes made up 0.11% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #205 holding.
  • Mount Yale Investment Advisors first reported a position in Dream Finders Homes in Q1 2026 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.