UBS AM
DFH icon

UBS AM’s Dream Finders Homes DFH Stock Holding History

UBS AM’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 		$571K Sell
33,108
-4,313
-12% -$63.4K ﹤0.01% 2508
2026
Q1 		$521K Buy
37,421
+611
+2% +$10.9K ﹤0.01% 2543
2025
Q4 		$629K Buy
36,810
+201
+0.5% +$4.11K ﹤0.01% 2276
2025
Q3 		$949K Sell
36,609
-34,865
-49% -$958K ﹤0.01% 2030
2025
Q2 		$1.8M Buy
71,474
+31,616
+79% +$710K ﹤0.01% 2190
2025
Q1 		$899K Buy
39,858
+658
+2% +$15.4K ﹤0.01% 2355
2024
Q4 		$912K Buy
39,200
+5,176
+15% +$158K ﹤0.01% 2406
2024
Q3 		$1.23M Sell
34,024
-3,329
-9% -$102K ﹤0.01% 2290
2024
Q2 		$964K Buy
37,353
+14,257
+62% +$451K ﹤0.01% 2383
2024
Q1 		$1.01M Sell
23,096
-2,655
-10% -$93.5K ﹤0.01% 2008
2023
Q4 		$915K Buy
25,751
+14,294
+125% +$356K ﹤0.01% 2074
2023
Q3 		$255K Hold
11,457
– – ﹤0.01% 2465
2023
Q2 		$152K Hold
11,457
– – ﹤0.01% 2604
2023
Q1 		$152K Hold
11,457
– – ﹤0.01% 2604
2022
Q4 		$99.2K Buy
+11,457
New +$115K ﹤0.01% 2494

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

UBS AM's DFH Position: Q2 2026 in Review

UBS AM reduced its Dream Finders Homes (DFH) stake by 12% in Q2 2026, selling an estimated $63.4K and leaving 33,108 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

UBS AM first reported a position in DFH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q2 2025. 206 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • UBS AM held 33,108 shares of Dream Finders Homes worth $571K as of Q2 2026.
  • UBS AM sold 4,313 Dream Finders Homes shares in Q2 2026, an estimated $63.4K.
  • Dream Finders Homes made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2508 holding.
  • UBS AM first reported a position in Dream Finders Homes in Q4 2022 and has held it in 15 quarters since.
  • UBS AM's Dream Finders Homes position peaked at $1.8M in Q2 2025.
  • 206 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.