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Pinnacle Wealth Planning Services’s Dream Finders Homes DFH Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$18.3K Buy
1,058
+13
+1% +$191 ﹤0.01% 1823
2026
Q1 		$14.5K Buy
1,045
+575
+122% +$10.2K ﹤0.01% 1848
2025
Q4 		$8.04K Buy
+470
New +$9.61K ﹤0.01% 2094

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
JT
Jupiter Topco New York $245B AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's DFH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Dream Finders Homes (DFH) stake by 1.2% in Q2 2026, buying an estimated $191 and bringing the position to 1,058 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Pinnacle Wealth Planning Services first reported a position in DFH in Q4 2025 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,058 shares of Dream Finders Homes worth $18.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 13 Dream Finders Homes shares in Q2 2026, an estimated $191.
  • Dream Finders Homes made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1823 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dream Finders Homes in Q4 2025 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.