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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

DFH holding history

Dream Finders Homes, Inc. in every 13F filed by Simplicity Wealth,LLC, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2024
Holdings of DFH by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−21,565−100.0%Sold outHolders
Q2 202421,565$556.8K<0.1%+1,259+6.2%AddedHolders
Q1 202420,306$888.0K<0.1%+20,306NewHolders