Raymond James Financial
DFH icon

Raymond James Financial’s Dream Finders Homes DFH Stock Holding History

Raymond James Financial’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 		$450K Sell
42,059
-700
-2% -$9.9K ﹤0.01% 4632
2026
Q2 		$738K Buy
42,759
+219
+0.5% +$3.22K ﹤0.01% 4221
2026
Q1 		$592K Buy
42,540
+2,544
+6% +$45.2K ﹤0.01% 4235
2025
Q4 		$684K Buy
39,996
+6,318
+19% +$129K ﹤0.01% 4043
2025
Q3 		$873K Buy
33,678
+27,321
+430% +$750K ﹤0.01% 3768
2025
Q2 		$160K Buy
+6,357
New +$143K ﹤0.01% 4625

Other funds holding DFH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Elgethun Capital Management
Elgethun Capital Management Sioux Falls, South Dakota $711M AUM 10.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Raymond James Financial's DFH Position: Q3 2026 in Review

Raymond James Financial reduced its Dream Finders Homes (DFH) stake by 1.6% in Q3 2026, selling an estimated $9.9K and leaving 42,059 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #4632.

Raymond James Financial first reported a position in DFH in Q2 2025 and has held it in 6 quarters since. The position peaked at $873K in Q3 2025. 142 funds tracked by Wall St. Rank hold DFH as of Q3 2026.

  • Raymond James Financial held 42,059 shares of Dream Finders Homes worth $450K as of Q3 2026.
  • Raymond James Financial sold 700 Dream Finders Homes shares in Q3 2026, an estimated $9.9K.
  • Dream Finders Homes made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #4632 holding.
  • Raymond James Financial first reported a position in Dream Finders Homes in Q2 2025 and has held it in 6 quarters since.
  • Raymond James Financial's Dream Finders Homes position peaked at $873K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.