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 Q1	$4.8M	Buy	+344,796	New	+$6.13M	0.11%	192

Other funds holding DFH

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Mount Yale Investment Advisors's DFH Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Dream Finders Homes (DFH) in Q1 2026: 344,796 shares worth $4.8M. The stake represents 0.11% of the portfolio and ranks #192 among its holdings.

192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

Mount Yale Investment Advisors held 344,796 shares of Dream Finders Homes worth $4.8M as of Q1 2026.
Dream Finders Homes was a new Mount Yale Investment Advisors position in Q1 2026.
Dream Finders Homes made up 0.11% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #192 holding.
192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.