Dream Finders Homes, Inc.

DFH

Exchange: NYSE
Industry: Operative Builders
SEC CIK: 0001825088

SEC filings (opens in a new tab)

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.

Q1 2024 vs. Q4 2023

How the institutions holding Dream Finders Homes, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of DFH: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	183	1	212	+30
Shares	23.0M	20.3K	23.5M	+482.8K (+2.1%)
Value	$819.2M	$721.1K	$1.03B	+$210.1M (+25.7%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held Dream Finders Homes, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to DFH in Q1 2024
Institution	Shares	Value	% of portfolio
Castellan Group, LLC	141,973	$6.21M	3.18%
TD Waterhouse Canada Inc.	83,819	$4.06M	0.03%
De Lisle Partners LLP	59,527	$2.60M	0.60%
Redwood Investments, LLC	59,648	$2.57M	0.75%
Oppenheimer & Co Inc	35,913	$1.57M	0.03%
Marshall Wace, LLP	32,812	$1.43M	0.00%
HRT Financial LP	30,026	$1.31M	0.01%
Simplicity Wealth,LLC	20,306	$888.0K	0.02%
Principal Financial Group Inc	16,112	$704.6K	0.00%
O'Shaughnessy Asset Management, LLC	14,001	$612.3K	0.01%
Wolverine Trading, LLC	13,801	$603.5K	0.01%
Capstone Investment Advisors, LLC	13,796	$603.3K	0.01%
Gibbs Wealth Management	12,153	$531.5K	0.31%
Captrust Financial Advisors	11,348	$496.2K	0.00%
PDT Partners, LLC	10,500	$459.2K	0.04%
Handelsbanken Fonder AB	10,100	$442.0K	0.00%
Cubist Systematic Strategies, LLC	9,803	$428.7K	0.00%
Man Group plc	9,519	$416.3K	0.00%
HSBC Holdings PLC	8,444	$369.3K	0.00%
SYSTM Wealth Solutions LLC	7,612	$332.9K	0.04%
Engineers Gate Manager LP	7,496	$327.8K	0.01%
Omers Administration Corp	7,300	$319.2K	0.00%
Janney Montgomery Scott LLC	7,125	$312.0K	0.00%
Avantax Advisory Services, Inc.	6,736	$294.6K	0.00%
Franklin Resources Inc	5,925	$259.1K	0.00%
Baader Bank INC	5,400	$236.1K	0.02%
Prosperity Wealth Management, Inc.	5,400	$236.1K	0.11%
Cambridge Investment Research Advisors, Inc.	5,360	$234.0K	0.00%
Raymond James Financial Services Advisors, Inc.	5,280	$230.9K	0.00%
Creative Planning	5,202	$227.5K	0.00%
Cannon Global Investment Management, LLC	5,200	$227.4K	0.61%
Napa Wealth Management	5,000	$218.7K	0.12%
Prelude Capital Management, LLC	4,660	$203.8K	0.01%
HighTower Advisors, LLC	4,677	$203.0K	0.00%
Globeflex Capital L P	3,527	$154.2K	0.02%
Gen-Wealth Partners Inc	1,895	$82.9K	0.04%
Point72 Asia (Singapore) Pte. Ltd.	1,669	$73.0K	0.02%
Steward Partners Investment Advisory, LLC	1,655	$72.4K	0.00%
Aquatic Capital Management LLC	1,300	$56.8K	0.00%
Penserra Capital Management LLC	1,144	$50.0K	0.00%
Naples Money Management LLC	575	$25.1K	0.03%
Quest Partners LLC	382	$16.7K	0.00%
Point72 (DIFC) Ltd	258	$11.3K	0.00%
CIBC Private Wealth Group, LLC	208	$8.92K	0.00%
nVerses Capital, LLC	100	$4.37K	0.01%
MB, Levis & Associates, LLC	100	$4.37K	0.00%
The PNC Financial Services Group, Inc.	79	$3.46K	0.00%
Continuum Advisory, LLC	51	$1.56K	0.00%
Hollencrest Capital Management	27	$1.18K	0.00%
Covestor Ltd	15	$1.00K	0.00%
Rothschild Investment LLC	5	$219	0.00%

Sold out (21)

Institutions that held Dream Finders Homes, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of DFH in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Voloridge Investment Management, LLC	74,972	$2.66M
Cetera Advisor Networks LLC	37,290	$1.32M
Jump Financial, LLC	32,245	$1.15M
Mirae Asset Global Investments Co., Ltd.	18,714	$664.9K
ORG Partners LLC	16,788	$596.5K
Virtu Financial LLC	15,288	$543.0K
Commonwealth Equity Services, LLC	10,038	$357.0K
CenterBook Partners LP	8,283	$294.3K
State Board of Administration of Florida Retirement System	6,950	$246.9K
Axq Capital, LP	5,700	$202.5K
McGlone Suttner Wealth Management, Inc.	590	$21.0K
Group One Trading, L.P.	412	$14.6K
Robeco Institutional Asset Management B.V.	181	$6.43K
Raleigh Capital Management Inc.	174	$6.18K
Leonteq Securities AG	149	$5.29K
Glassman Wealth Services	143	$5.08K
Fifth Third Bancorp	93	$3.30K
Gradient Investments LLC	36	$1.28K
Carolinas Wealth Consulting LLC	15	$516
AdvisorNet Financial, Inc	2	$71
JJJ Advisors Inc.	1	$36

Not filed for Q1 2024 yet (1)

Institutions that held Dream Finders Homes, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DFH in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Sawtooth Solutions, LLC	20,296	$721.1K