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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

DFH holding history

Dream Finders Homes, Inc. in every 13F filed by Atria Wealth Solutions, Inc., 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 2025 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2023
Holdings of DFH by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−5,813−100.0%Sold outHolders
Q3 20245,813$210.5K<0.1%+5,813NewHolders
Q2 20240$00.0%−6,188−100.0%Sold outHolders
Q1 20246,188$270.6K<0.1%−297−4.6%ReducedHolders
Q4 20236,485$230.4K<0.1%−3,921−37.7%ReducedHolders
Q3 202310,406$231.3K<0.1%−917−8.1%ReducedHolders
Q2 202311,323$278.4K<0.1%+11,323NewHolders