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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
Q2 		– Sell
-21
Closed -$292 – 1107
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

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JT
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CB
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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Vanguard Capital Management
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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

Root Financial Partners's DFH Position: Q2 2026 in Review

Root Financial Partners sold out of Dream Finders Homes (DFH) in Q2 2026, closing a stake of 21 shares — an estimated $292 sold.

Root Financial Partners first reported a position in DFH in Q3 2025 and held it in 3 quarters. The position peaked at $2.46K in Q3 2025. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Root Financial Partners reported no remaining Dream Finders Homes position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 21 Dream Finders Homes shares in Q2 2026, an estimated $292.
  • Root Financial Partners first reported a position in Dream Finders Homes in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Dream Finders Homes position peaked at $2.46K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.