RMR Wealth Builders
DFP icon

RMR Wealth Builders’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

RMR Wealth Builders’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$199K Buy
+10,535
New +$215K 0.01% 303

Other funds holding DFP

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
Seamount Financial Group
Seamount Financial Group Colorado Springs, Colorado $255M AUM 18.1% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

RMR Wealth Builders's DFP Position: Q3 2026 in Review

RMR Wealth Builders opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q3 2026: 10,535 shares worth $199K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings.

16 funds tracked by Wall St. Rank hold DFP as of Q3 2026.

  • RMR Wealth Builders held 10,535 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $199K as of Q3 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund was a new RMR Wealth Builders position in Q3 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of RMR Wealth Builders's portfolio in Q3 2026, its #303 holding.
  • 16 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.