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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

DFH holding history

Dream Finders Homes, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFH overviewAll 13F holders of DFHFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2022
Holdings of DFH by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−35,743−100.0%Sold outHolders
Q1 202535,743$806.4K<0.1%+35,743NewHolders
Q4 20240$00.0%−5,594−100.0%Sold outHolders
Q3 20245,594$202.6K<0.1%−17,121−75.4%ReducedHolders
Q2 202422,715$586.5K<0.1%+11,367+100.2%AddedHolders
Q1 202411,348$496.2K<0.1%+11,348NewHolders
Q3 20220$00.0%−31−100.0%Sold outHolders
Q2 202231$00.0%+31NewHolders