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Toth Financial Advisory’s Dream Finders Homes DFH Stock Holding History

Toth Financial 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
Q2 		– Sell
-800
Closed -$11.1K – 905
2026
Q1 		$11.1K Hold
800
– – ﹤0.01% 547
2025
Q4 		$13.7K Hold
800
– – ﹤0.01% 517
2025
Q3 		$20.7K Hold
800
– – ﹤0.01% 466
2025
Q2 		$20.1K Hold
800
– – ﹤0.01% 431
2025
Q1 		$18K Buy
+800
New +$18.7K ﹤0.01% 408

Other funds holding DFH

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Toth Financial Advisory's DFH Position: Q2 2026 in Review

Toth Financial Advisory sold out of Dream Finders Homes (DFH) in Q2 2026, closing a stake of 800 shares — an estimated $11.1K sold.

Toth Financial Advisory first reported a position in DFH in Q1 2025 and held it in 5 quarters. The position peaked at $20.7K in Q3 2025. 18 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Toth Financial Advisory reported no remaining Dream Finders Homes position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 800 Dream Finders Homes shares in Q2 2026, an estimated $11.1K.
  • Toth Financial Advisory first reported a position in Dream Finders Homes in Q1 2025 and held it in 5 quarters.
  • Toth Financial Advisory's Dream Finders Homes position peaked at $20.7K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.