UBS Group
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UBS Group’s Dream Finders Homes DFH Stock Holding History

UBS Group’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 		$3.04M Buy
218,641
+30,881
+16% +$549K ﹤0.01% 4584
2025
Q4 		$3.21M Buy
187,760
+118,632
+172% +$2.43M ﹤0.01% 4485
2025
Q3 		$1.79M Sell
69,128
-95,225
-58% -$2.62M ﹤0.01% 5058
2025
Q2 		$4.13M Buy
164,353
+76,871
+88% +$1.73M ﹤0.01% 4066
2025
Q1 		$1.97M Sell
87,482
-82,879
-49% -$1.94M ﹤0.01% 4710
2024
Q4 		$3.96M Buy
170,361
+130,945
+332% +$4M ﹤0.01% 4083
2024
Q3 		$1.43M Buy
39,416
+22,019
+127% +$676K ﹤0.01% 4314
2024
Q2 		$449K Sell
17,397
-28,995
-63% -$917K ﹤0.01% 5077
2024
Q1 		$2.03M Buy
46,392
+16,359
+54% +$576K ﹤0.01% 3951
2023
Q4 		$1.07M Buy
30,033
+17,231
+135% +$429K ﹤0.01% 4441
2023
Q3 		$285K Sell
12,802
-4,446
-26% -$115K ﹤0.01% 5095
2023
Q2 		$424K Buy
17,248
+11,555
+203% +$208K ﹤0.01% 4965
2023
Q1 		$75.4K Buy
5,693
+4,399
+340% +$51.9K ﹤0.01% 6136
2022
Q4 		$11.2K Sell
1,294
-250
-16% -$2.5K ﹤0.01% 8428
2022
Q3 		$16K Sell
1,544
-956
-38% -$11.5K ﹤0.01% 7678
2022
Q2 		$26K Buy
2,500
+1,329
+113% +$21K ﹤0.01% 6548
2022
Q1 		$20K Sell
1,171
-406
-26% -$7.8K ﹤0.01% 7442
2021
Q4 		$31K Buy
1,577
+1,473
+1,416% +$25.7K ﹤0.01% 7354
2021
Q3 		$2K Hold
104
– – ﹤0.01% 8940
2021
Q2 		$3K Sell
104
-1,716
-94% -$44.3K ﹤0.01% 8792
2021
Q1 		$44K Buy
+1,820
New +$44.6K ﹤0.01% 6676

Other funds holding DFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
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
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
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

UBS Group's DFH Position: Q1 2026 in Review

UBS Group increased its Dream Finders Homes (DFH) stake by 16% in Q1 2026, buying an estimated $549K and bringing the position to 218,641 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #4584.

UBS Group first reported a position in DFH in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.13M in Q2 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • UBS Group held 218,641 shares of Dream Finders Homes worth $3.04M as of Q1 2026.
  • UBS Group bought 30,881 Dream Finders Homes shares in Q1 2026, an estimated $549K.
  • Dream Finders Homes made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4584 holding.
  • UBS Group first reported a position in Dream Finders Homes in Q1 2021 and has held it in 21 quarters since.
  • UBS Group's Dream Finders Homes position peaked at $4.13M in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.