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Rothschild Investment LLC’s Dream Finders Homes DFH Stock Holding History

Rothschild Investment LLC’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 		$3.56K Buy
206
+169
+457% +$2.48K ﹤0.01% 2467
2026
Q1 		$515 Buy
37
+15
+68% +$267 ﹤0.01% 3119
2025
Q4 		$376 Sell
22
-28
-56% -$573 ﹤0.01% 2998
2025
Q3 		$1.3K Sell
50
-20
-29% -$549 ﹤0.01% 2478
2025
Q2 		$1.76K Sell
70
-25
-26% -$562 ﹤0.01% 2155
2025
Q1 		$2.14K Buy
95
+10
+12% +$234 ﹤0.01% 1855
2024
Q4 		$1.98K Buy
85
+40
+89% +$1.22K ﹤0.01% 1809
2024
Q3 		$1.63K Sell
45
-18,125
-100% -$557K ﹤0.01% 1839
2024
Q2 		$469K Buy
18,170
+18,165
+363,300% +$574K 0.03% 340
2024
Q1 		$219 Buy
+5
New +$176 ﹤0.01% 1711

Other funds holding DFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JSC
Jackson Square Capital San Francisco, California $719M AUM 144.18% 1-Year Est. Return

Rothschild Investment LLC's DFH Position: Q2 2026 in Review

Rothschild Investment LLC increased its Dream Finders Homes (DFH) stake by 457% in Q2 2026, buying an estimated $2.48K and bringing the position to 206 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Rothschild Investment LLC first reported a position in DFH in Q1 2024 and has held it in 10 quarters since. The position peaked at $469K in Q2 2024. 78 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Rothschild Investment LLC held 206 shares of Dream Finders Homes worth $3.56K as of Q2 2026.
  • Rothschild Investment LLC bought 169 Dream Finders Homes shares in Q2 2026, an estimated $2.48K.
  • Dream Finders Homes made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2467 holding.
  • Rothschild Investment LLC first reported a position in Dream Finders Homes in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Dream Finders Homes position peaked at $469K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.