Dream Finders Homes, Inc.
DFH- Exchange
- NYSE
- Industry
- Operative Builders
- SEC CIK
- 0001825088
In the last 90 days, Dream Finders Homes, Inc. insiders filed 5 open-market purchases and 0 sales; 206 institutions reported holding it in 13F filings for Q2 2026, worth $535.3M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Dream Finders Homes, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 183
- +46 vs. Q3 2023
- Shares held
- 23.0M
- +1.11M (+5.1%) vs. Q3 2023
- Total value
- $819.2M
- +$332.3M (+68.3%) vs. Q3 2023
- New holders
- 60
- 57 more added
- Sold out
- 14
- 45 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DFH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 206 | $535.3M |
| Q1 2026 | 192 | $423.8M |
| Q4 2025 | 191 | $500.4M |
| Q3 2025 | 197 | $790.7M |
| Q2 2025 | 200 | $781.9M |
| Q1 2025 | 196 | $698.7M |
| Q4 2024 | 191 | $779.4M |
| Q3 2024 | 195 | $933.1M |
| Q2 2024 | 184 | $592.3M |
| Q1 2024 | 212 | $1.03B |
| Q4 2023 | 183 | $819.2M |
| Q3 2023 | 138 | $487.1M |
| Q2 2023 | 110 | $509.1M |
| Q1 2023 | 95 | $256.7M |
| Q4 2022 | 92 | $167.2M |
| Q3 2022 | 88 | $203.8M |
| Q2 2022 | 82 | $191.5M |
| Q1 2022 | 81 | $278.9M |
| Q4 2021 | 60 | $253.8M |
| Q3 2021 | 49 | $249.7M |
| Q2 2021 | 47 | $195.6M |
| Q1 2021 | 45 | $156.1M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 1 | $36 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $36 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $71 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $72 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $249 | 0.00% | +7 | New |
| Nisa Investment Advisors, LLC | 12 | $426 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15 | $516 | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 17 | $604 | 0.00% | +12+240.0% | Added |
| Allworth Financial LP | 24 | $853 | 0.00% | +19+380.0% | Added |
| GAMMA Investing LLC | 35 | $1.15K | 0.00% | +35 | New |
| Huntington National Bank | 33 | $1.17K | 0.00% | +32+3,200.0% | Added |
| Gradient Investments LLC | 36 | $1.28K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 42 | $1.49K | 0.00% | −69−62.2% | Reduced |
| Venturi Wealth Management, LLC | 71 | $2.52K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 80 | $2.84K | 0.00% | +35+77.8% | Added |
| Fifth Third Bancorp | 93 | $3.30K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 101 | $3.59K | 0.00% | +100+10,000.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 106 | $3.77K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 121 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 119 | $4.00K | 0.00% | +119 | New |
| Wolff Wiese Magana LLC | 130 | $4.62K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 143 | $5.08K | 0.00% | +143 | New |
| Leonteq Securities AG | 149 | $5.29K | 0.00% | +149 | New |
| Lindbrook Capital, LLC | 170 | $6.04K | 0.00% | +128+304.8% | Added |
| Raleigh Capital Management Inc. | 174 | $6.18K | 0.00% | −34−16.3% | Reduced |
| Global Retirement Partners, LLC | 200 | $6.35K | 0.00% | +200 | New |
| Fortitude Family Office, LLC | 179 | $6.36K | 0.00% | +179 | New |
| Robeco Institutional Asset Management B.V. | 181 | $6.43K | 0.00% | +181 | New |
| Federation des caisses Desjardins du Quebec | 200 | $7.11K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 220 | $7.82K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 240 | $8.53K | 0.00% | +240 | New |
| Colonial Trust Advisors | 347 | $12.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 400 | $14.2K | 0.00% | +213+113.9% | Added |
| Comerica Bank | 402 | $14.3K | 0.00% | +402 | New |
| Group One Trading, L.P. | 412 | $14.6K | 0.00% | +412 | New |
| Quarry LP | 424 | $15.1K | 0.01% | +424 | New |
| Contravisory Investment Management, Inc. | 468 | $16.6K | 0.00% | +468 | New |
| National Bank of Canada | 500 | $17.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 565 | $20.1K | 0.00% | +565 | New |
| McGlone Suttner Wealth Management, Inc. | 590 | $21.0K | 0.00% | +590 | New |
| First Horizon Advisors, Inc. | 605 | $21.5K | 0.00% | +31+5.4% | Added |
| Adirondack Trust Co | 615 | $24.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,288 | $45.8K | 0.02% | +1,288 | New |
| FMR LLC | 1,290 | $45.8K | 0.00% | −1,020−44.2% | Reduced |
| Avalon Trust Co | 1,363 | $48.4K | 0.00% | +1,363 | New |
| EntryPoint Capital, LLC | 1,374 | $48.8K | 0.05% | +1,374 | New |
| Metropolitan Life Insurance Co | 1,460 | $51.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,390 | $84.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,559 | $91.0K | 0.00% | −216−7.8% | Reduced |
| Shell Asset Management Co | 3,723 | $132.0K | 0.01% | −1,105−22.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,801 | $135.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,185 | $184.0K | 0.01% | +5,185 | New |
| Axq Capital, LP | 5,700 | $202.5K | 0.05% | +5,700 | New |
| Advisory Services Network, LLC | 5,846 | $207.7K | 0.01% | +5,846 | New |
| Price T Rowe Associates Inc | 5,894 | $210.0K | 0.00% | +5,894 | New |
| Tower Research Capital LLC (TRC) | 6,341 | $225.3K | 0.00% | +5,709+903.3% | Added |
| SG Americas Securities, LLC | 6,353 | $226.0K | 0.00% | +6,353 | New |
| Arizona State Retirement System | 6,435 | $228.6K | 0.00% | +6,435 | New |
| Atria Wealth Solutions, Inc. | 6,485 | $230.4K | 0.00% | −3,921−37.7% | Reduced |
| State Board of Administration of Florida Retirement System | 6,950 | $246.9K | 0.00% | +6,950 | New |
| MML Investors Services, LLC | 7,000 | $249.0K | 0.00% | −30,000−81.1% | Reduced |
| Cornerstone Investment Partners, LLC | 7,459 | $265.0K | 0.01% | +7,459 | New |
| LPL Financial LLC | 7,827 | $278.1K | 0.00% | +7,827 | New |
| CenterBook Partners LP | 8,283 | $294.3K | 0.04% | +8,283 | New |
| Versor Investments LP | 8,500 | $302.0K | 0.06% | +8,500 | New |
| Alliance Wealth Advisors, LLC | 8,815 | $313.2K | 0.11% | +8,815 | New |
| Game Plan Financial Advisors, LLC | 9,000 | $319.8K | 0.18% | +9,000 | New |
| Manufacturers Life Insurance Company, The | 9,794 | $348.0K | 0.00% | −220−2.2% | Reduced |
| Moran Wealth Management, LLC | 9,993 | $355.1K | 0.01% | +164+1.7% | Added |
| Commonwealth Equity Services, LLC | 10,038 | $357.0K | 0.00% | +10,038 | New |
| Voya Investment Management LLC | 10,048 | $357.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,067 | $357.7K | 0.00% | −8,541−45.9% | Reduced |
| Victory Capital Management Inc | 11,204 | $398.1K | 0.00% | +11,204 | New |
| Alps Advisors Inc | 11,344 | $403.1K | 0.00% | −646−5.4% | Reduced |
| Deutsche Bank AG | 11,569 | $411.0K | 0.00% | −285−2.4% | Reduced |
| ExodusPoint Capital Management, LP | 11,588 | $412.0K | 0.01% | −5,162−30.8% | Reduced |
| Gsa Capital Partners LLP | 11,608 | $412.0K | 0.03% | +11,608 | New |
| State of Wyoming | 11,625 | $413.0K | 0.08% | +3,562+44.2% | Added |
| AQR Capital Management LLC | 11,731 | $416.8K | 0.00% | +2,268+24.0% | Added |
| Norden Group LLC | 11,992 | $426.1K | 0.07% | −2,347−16.4% | Reduced |
| American International Group, Inc. | 12,046 | $428.0K | 0.00% | −49−0.4% | Reduced |
| Envestnet Asset Management Inc | 12,051 | $428.2K | 0.00% | +12,051 | New |
| Baker Tilly Wealth Management, LLC | 12,128 | $430.9K | 0.07% | +1,615+15.4% | Added |
| Trexquant Investment LP | 12,437 | $441.9K | 0.01% | +12,437 | New |
| MetLife Investment Management | 12,580 | $447.0K | 0.00% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 12,771 | $453.8K | 0.44% | +20.0% | Added |
| Russell Investments Group, Ltd. | 12,971 | $460.9K | 0.00% | +12,960+117,818.2% | Added |
| Quantbot Technologies LP | 13,352 | $474.4K | 0.03% | +13,352 | New |
| Teacher Retirement System of Texas | 13,485 | $479.0K | 0.00% | +13,485 | New |
| Alliancebernstein L.P. | 13,690 | $486.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,836 | $491.0K | 0.00% | −742−5.1% | Reduced |
| Citigroup Inc | 14,349 | $509.8K | 0.00% | +5,944+70.7% | Added |
| Kingfisher Capital LLC | 14,724 | $523.0K | 0.14% | −50−0.3% | Reduced |
| Virtu Financial LLC | 15,288 | $543.0K | 0.04% | +15,288 | New |
| Portside Wealth Group, LLC | 15,970 | $567.4K | 0.11% | +1,429+9.8% | Added |
| JPMorgan Chase & Co | 16,138 | $573.4K | 0.00% | −429−2.6% | Reduced |
| Jane Street Group, LLC | 16,294 | $578.9K | 0.00% | +2,113+14.9% | Added |
| Csenge Advisory Group | 16,311 | $579.5K | 0.04% | −5,620−25.6% | Reduced |
| Rafferty Asset Management, LLC | 16,345 | $580.7K | 0.00% | +2,928+21.8% | Added |
| ORG Partners LLC | 16,788 | $596.5K | 0.10% | +16,788 | New |