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BOLTON SECURITIES CORPORATION’s Dream Finders Homes DFH Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$5.18K Buy
+200
New +$5.49K ﹤0.01% 1696
2025
Q1 		$2.93K Buy
+130
New +$3.04K ﹤0.01% 1675

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arcus Capital Partners
Arcus Capital Partners Atlanta, Georgia $225M AUM 14.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DFH Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Dream Finders Homes (DFH) in Q3 2025: 200 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #1696 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in DFH as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in DFH in Q1 2025 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold DFH as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 200 shares of Dream Finders Homes worth $5.18K as of Q3 2025.
  • Dream Finders Homes was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • Dream Finders Homes made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #1696 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Dream Finders Homes in Q1 2025 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.