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Physician Wealth Advisors’s Dream Finders Homes DFH Stock Holding History

Physician Wealth 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 		$674 Sell
39
-12
-24% -$176 ﹤0.01% 1976
2026
Q1 		$710 Buy
+51
New +$906 ﹤0.01% 1808

Other funds holding DFH

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Physician Wealth Advisors's DFH Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Dream Finders Homes (DFH) stake by 24% in Q2 2026, selling an estimated $176 and leaving 39 shares worth $674. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Physician Wealth Advisors first reported a position in DFH in Q1 2026 and has held it in 2 quarters since. The position peaked at $710 in Q1 2026. 21 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Physician Wealth Advisors held 39 shares of Dream Finders Homes worth $674 as of Q2 2026.
  • Physician Wealth Advisors sold 12 Dream Finders Homes shares in Q2 2026, an estimated $176.
  • Dream Finders Homes made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1976 holding.
  • Physician Wealth Advisors first reported a position in Dream Finders Homes in Q1 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Dream Finders Homes position peaked at $710 in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.