Stifel Financial
DFH icon

Stifel Financial’s Dream Finders Homes DFH Stock Holding History

Stifel Financial’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 		$443K Sell
25,684
-12,912
-33% -$190K ﹤0.01% 3040
2026
Q1 		$537K Buy
38,596
+622
+2% +$11.1K ﹤0.01% 2841
2025
Q4 		$649K Sell
37,974
-10,854
-22% -$222K ﹤0.01% 2711
2025
Q3 		$1.27M Sell
48,828
-21,104
-30% -$580K ﹤0.01% 2240
2025
Q2 		$1.76M Sell
69,932
-29,765
-30% -$669K ﹤0.01% 1941
2025
Q1 		$2.25M Buy
99,697
+18,691
+23% +$437K ﹤0.01% 1683
2024
Q4 		$1.89M Buy
81,006
+17,468
+27% +$534K ﹤0.01% 1817
2024
Q3 		$2.3M Sell
63,538
-18,508
-23% -$568K ﹤0.01% 1684
2024
Q2 		$2.12M Sell
82,046
-31,535
-28% -$997K ﹤0.01% 1682
2024
Q1 		$4.97M Sell
113,581
-44,134
-28% -$1.55M 0.01% 1141
2023
Q4 		$5.6M Sell
157,715
-5,007
-3% -$125K 0.01% 1049
2023
Q3 		$3.62M Sell
162,722
-16,890
-9% -$439K 0.01% 1218
2023
Q2 		$4.42M Sell
179,612
-108,959
-38% -$1.96M 0.01% 1113
2023
Q1 		$3.82M Buy
288,571
+241,452
+512% +$2.85M 0.01% 1176
2022
Q4 		$408K Sell
47,119
-10,303
-18% -$103K ﹤0.01% 2590
2022
Q3 		$609K Buy
57,422
+6,773
+13% +$81.6K ﹤0.01% 2319
2022
Q2 		$539K Sell
50,649
-576
-1% -$9.1K ﹤0.01% 2414
2022
Q1 		$875K Buy
+51,225
New +$985K ﹤0.01% 2218

Other funds holding DFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Stifel Financial's DFH Position: Q2 2026 in Review

Stifel Financial reduced its Dream Finders Homes (DFH) stake by 33% in Q2 2026, selling an estimated $190K and leaving 25,684 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #3040.

Stifel Financial first reported a position in DFH in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.6M in Q4 2023. 205 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Stifel Financial held 25,684 shares of Dream Finders Homes worth $443K as of Q2 2026.
  • Stifel Financial sold 12,912 Dream Finders Homes shares in Q2 2026, an estimated $190K.
  • Dream Finders Homes made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3040 holding.
  • Stifel Financial first reported a position in Dream Finders Homes in Q1 2022 and has held it in 18 quarters since.
  • Stifel Financial's Dream Finders Homes position peaked at $5.6M in Q4 2023.
  • 205 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.