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Root Financial Partners’s Dream Finders Homes DFH Stock Holding History

Root Financial Partners’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
Q1 		$292 Sell
21
-44
-68% -$782 ﹤0.01% 3047
2025
Q4 		$1.11K Sell
65
-30
-32% -$614 ﹤0.01% 2084
2025
Q3 		$2.46K Buy
+95
New +$2.61K ﹤0.01% 1922

Other funds holding DFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Root Financial Partners's DFH Position: Q1 2026 in Review

Root Financial Partners reduced its Dream Finders Homes (DFH) stake by 68% in Q1 2026, selling an estimated $782 and leaving 21 shares worth $292. The position accounts for ﹤0.01% of the portfolio, ranked #3047.

Root Financial Partners first reported a position in DFH in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.46K in Q3 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Root Financial Partners held 21 shares of Dream Finders Homes worth $292 as of Q1 2026.
  • Root Financial Partners sold 44 Dream Finders Homes shares in Q1 2026, an estimated $782.
  • Dream Finders Homes made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3047 holding.
  • Root Financial Partners first reported a position in Dream Finders Homes in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Dream Finders Homes position peaked at $2.46K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.