Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
DFH holding history
Dream Finders Homes, Inc. in every 13F filed by Creative Planning, 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 2026)
- 185,926
- Value
- $3.21M
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 185,926 | $3.21M | <0.1% | +121,591+189.0% | Added | Holders |
| Q1 2026 | 64,335 | $895.5K | <0.1% | +64,335 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −9,028−100.0% | Sold out | Holders |
| Q3 2025 | 9,028 | $234.0K | <0.1% | +832+10.2% | Added | Holders |
| Q2 2025 | 8,196 | $206.0K | <0.1% | +8,196 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −767−100.0% | Sold out | Holders |
| Q4 2024 | 767 | $17.8K | <0.1% | +767 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −5,202−100.0% | Sold out | Holders |
| Q1 2024 | 5,202 | $227.5K | <0.1% | +5,202 | New | Holders |