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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
Q3 		– Sell
-91
Closed -$1.57K – 1518
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

Jackson Square Capital
Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return
SIM
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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Private Wealth Management Group's DFH Position: Q3 2026 in Review

Private Wealth Management Group sold out of Dream Finders Homes (DFH) in Q3 2026, closing a stake of 91 shares — an estimated $1.57K sold.

Private Wealth Management Group first reported a position in DFH in Q4 2025 and held it in 2 quarters. The position peaked at $1.57K in Q2 2026. 21 funds tracked by Wall St. Rank hold DFH as of Q3 2026.

  • Private Wealth Management Group reported no remaining Dream Finders Homes position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 91 Dream Finders Homes shares in Q3 2026, an estimated $1.57K.
  • Private Wealth Management Group first reported a position in Dream Finders Homes in Q4 2025 and held it in 2 quarters.
  • Private Wealth Management Group's Dream Finders Homes position peaked at $1.57K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.