NEWAS
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N.E.W. Advisory Services’s Dream Finders Homes DFH Stock Holding History

N.E.W. Advisory 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
2026
Q1 		– Sell
-337
Closed -$5.76K – 923
2025
Q4 		$5.76K Sell
337
-123
-27% -$2.52K ﹤0.01% 693
2025
Q3 		$11.9K Hold
460
– – ﹤0.01% 547
2025
Q2 		$11.6K Hold
460
– – ﹤0.01% 544
2025
Q1 		$10.4K Buy
+460
New +$10.8K ﹤0.01% 606

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

N.E.W. Advisory Services's DFH Position: Q1 2026 in Review

N.E.W. Advisory Services sold out of Dream Finders Homes (DFH) in Q1 2026, closing a stake of 337 shares — an estimated $5.76K sold.

N.E.W. Advisory Services first reported a position in DFH in Q1 2025 and held it in 4 quarters. The position peaked at $11.9K in Q3 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • N.E.W. Advisory Services reported no remaining Dream Finders Homes position as of Q1 2026 after selling out during the quarter.
  • N.E.W. Advisory Services sold 337 Dream Finders Homes shares in Q1 2026, an estimated $5.76K.
  • N.E.W. Advisory Services first reported a position in Dream Finders Homes in Q1 2025 and held it in 4 quarters.
  • N.E.W. Advisory Services's Dream Finders Homes position peaked at $11.9K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.