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Private Wealth Management Group’s Dream Finders Homes DFH Stock Holding History

Private Wealth Management Group’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 		$1.57K Buy
+91
New +$1.34K ﹤0.01% 1210
2026
Q1 		– Sell
-91
Closed -$1.56K – 1465
2025
Q4 		$1.56K Buy
+91
New +$1.86K ﹤0.01% 1158

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

Private Wealth Management Group's DFH Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Dream Finders Homes (DFH) in Q2 2026: 91 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #1210 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in DFH as recently as Q4 2025.

Private Wealth Management Group first reported a position in DFH in Q4 2025 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Private Wealth Management Group held 91 shares of Dream Finders Homes worth $1.57K as of Q2 2026.
  • Dream Finders Homes was a new Private Wealth Management Group position in Q2 2026.
  • Dream Finders Homes made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1210 holding.
  • Private Wealth Management Group first reported a position in Dream Finders Homes in Q4 2025 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.