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ORG Wealth Partners’s Dream Finders Homes DFH Stock Holding History

ORG Wealth Partners’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 		$3.59K Hold
258
– – ﹤0.01% 567
2025
Q4 		$4.41K Hold
258
– – ﹤0.01% 526
2025
Q3 		$6.69K Buy
+258
New +$7.09K ﹤0.01% 499
2024
Q4 		– Sell
-2,896
Closed -$105K – 509
2024
Q3 		$105K Buy
+2,896
New +$89K 0.03% 181

Other funds holding DFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

ORG Wealth Partners's DFH Position: Q1 2026 in Review

ORG Wealth Partners held its Dream Finders Homes (DFH) position steady in Q1 2026 at 258 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

ORG Wealth Partners first reported a position in DFH in Q3 2024 and has held it in 4 quarters since. The position peaked at $105K in Q3 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • ORG Wealth Partners held 258 shares of Dream Finders Homes worth $3.59K as of Q1 2026.
  • ORG Wealth Partners left its Dream Finders Homes share count unchanged in Q1 2026.
  • Dream Finders Homes made up ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #567 holding.
  • ORG Wealth Partners first reported a position in Dream Finders Homes in Q3 2024 and has held it in 4 quarters since.
  • ORG Wealth Partners's Dream Finders Homes position peaked at $105K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.