Rise Advisors’s Dream Finders Homes DFH Stock Holding History

Rise Advisors’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
2025 Q2	–	Sell	-61	Closed	-$1.38K	–	1573
2025 Q1	$1.38K	Buy	+61	New	+$1.43K	﹤0.01%	1206

Other funds holding DFH

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACP

Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rise Advisors's DFH Position: Q2 2025 in Review

Rise Advisors sold out of Dream Finders Homes (DFH) in Q2 2025, closing a stake of 61 shares — an estimated $1.38K sold.

Rise Advisors first reported a position in DFH in Q1 2025 and held it in 1 quarter. The position peaked at $1.38K in Q1 2025. 200 funds tracked by Wall St. Rank hold DFH as of Q2 2025.

Rise Advisors reported no remaining Dream Finders Homes position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 61 Dream Finders Homes shares in Q2 2025, an estimated $1.38K.
Rise Advisors first reported a position in Dream Finders Homes in Q1 2025 and held it in 1 quarter.
Rise Advisors's Dream Finders Homes position peaked at $1.38K in Q1 2025.
200 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.