Physician Wealth Advisors
DFH icon

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
Q3 		$225 Sell
21
-18
-46% -$254 ﹤0.01% 2404
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

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Bretton Capital Management
Bretton Capital Management San Francisco, California $119M AUM 6.47% 1-Year Est. Return
Jackson Square Capital
Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Physician Wealth Advisors's DFH Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Dream Finders Homes (DFH) stake by 46% in Q3 2026, selling an estimated $254 and leaving 21 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Physician Wealth Advisors first reported a position in DFH in Q1 2026 and has held it in 3 quarters since. The position peaked at $710 in Q1 2026. 32 funds tracked by Wall St. Rank hold DFH as of Q3 2026.

  • Physician Wealth Advisors held 21 shares of Dream Finders Homes worth $225 as of Q3 2026.
  • Physician Wealth Advisors sold 18 Dream Finders Homes shares in Q3 2026, an estimated $254.
  • Dream Finders Homes made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2404 holding.
  • Physician Wealth Advisors first reported a position in Dream Finders Homes in Q1 2026 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Dream Finders Homes position peaked at $710 in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.