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Wealthspire Advisors (New York)’s Dream Finders Homes DFH Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-8
Closed -$207 – 1488
2025
Q3 		$207 Buy
+8
New +$220 ﹤0.01% 2936

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FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Wealthspire Advisors (New York)'s DFH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Dream Finders Homes (DFH) in Q4 2025, closing a stake of 8 shares — an estimated $207 sold.

Wealthspire Advisors (New York) first reported a position in DFH in Q3 2025 and held it in 1 quarter. The position peaked at $207 in Q3 2025. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Dream Finders Homes position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 8 Dream Finders Homes shares in Q4 2025, an estimated $207.
  • Wealthspire Advisors (New York) first reported a position in Dream Finders Homes in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Dream Finders Homes position peaked at $207 in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.