Steward Partners Investment Advisory’s Dream Finders Homes DFH Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-300	Closed	-$5.13K	–	4467
2025 Q4	$5.13K	Sell	300 -1,975	-87%	-$40.4K	﹤0.01%	3686
2025 Q3	$59K	Buy	+2,275	New	+$62.5K	﹤0.01%	2520
2025 Q1	–	Sell	-100	Closed	-$2.33K	–	4044
2024 Q4	$2.33K	Buy	+100	New	+$3.06K	﹤0.01%	3599
2024 Q3	–	Sell	-2,382	Closed	-$61.5K	–	3771
2024 Q2	$61.5K	Buy	2,382 +727	+44%	+$23K	﹤0.01%	2002
2024 Q1	$72.4K	Buy	+1,655	New	+$58.3K	﹤0.01%	1920
2022 Q2	–	Sell	-224	Closed	-$4K	–	3262
2022 Q1	$4K	Buy	+224	New	+$4.3K	﹤0.01%	2940

Other funds holding DFH

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

Steward Partners Investment Advisory's DFH Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Dream Finders Homes (DFH) in Q1 2026, closing a stake of 300 shares — an estimated $5.13K sold.

Steward Partners Investment Advisory first reported a position in DFH in Q1 2022 and held it in 6 quarters. The position peaked at $72.4K in Q1 2024. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Dream Finders Homes position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 300 Dream Finders Homes shares in Q1 2026, an estimated $5.13K.
Steward Partners Investment Advisory first reported a position in Dream Finders Homes in Q1 2022 and held it in 6 quarters.
Steward Partners Investment Advisory's Dream Finders Homes position peaked at $72.4K in Q1 2024.
192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.