RWM
DFH icon

Rialto Wealth Management’s Dream Finders Homes DFH Stock Holding History

Rialto Wealth Management’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 		$1.23K Buy
71
+1
+1% +$15 ﹤0.01% 1286
2026
Q1 		$975 Buy
70
+63
+900% +$1.12K ﹤0.01% 1118
2025
Q4 		$120 Buy
7
+3
+75% +$61 ﹤0.01% 1607
2025
Q3 		$104 Buy
4
+3
+300% +$82 ﹤0.01% 1608
2025
Q2 		$26 Sell
1
-20
-95% -$449 ﹤0.01% 1675
2025
Q1 		$474 Buy
+21
New +$491 ﹤0.01% 907

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

Rialto Wealth Management's DFH Position: Q2 2026 in Review

Rialto Wealth Management increased its Dream Finders Homes (DFH) stake by 1.4% in Q2 2026, buying an estimated $15 and bringing the position to 71 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Rialto Wealth Management first reported a position in DFH in Q1 2025 and has held it in 6 quarters since. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Rialto Wealth Management held 71 shares of Dream Finders Homes worth $1.23K as of Q2 2026.
  • Rialto Wealth Management bought 1 Dream Finders Homes share in Q2 2026, an estimated $15.
  • Dream Finders Homes made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1286 holding.
  • Rialto Wealth Management first reported a position in Dream Finders Homes in Q1 2025 and has held it in 6 quarters since.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.