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, Q3 2024
Institutional positions in Dream Finders Homes, Inc. as of Sep 30, 2024. 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
- 195
- +13 vs. Q2 2024
- Shares held
- 25.8M
- +4.99M (+24.0%) vs. Q2 2024
- Total value
- $933.1M
- +$396.3M (+73.8%) vs. Q2 2024
- New holders
- 43
- 62 more added
- Sold out
- 30
- 62 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 7 | $0 | 0.00% | +7 | New |
| GWM Advisors LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1 | $36 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $73 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 4 | $145 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $145 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 5 | $181 | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 7 | $256 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 8 | $290 | 0.00% | −48−85.7% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $833 | 0.00% | +14+155.6% | Added |
| Huntington National Bank | 25 | $905 | 0.00% | −14−35.9% | Reduced |
| Hollencrest Capital Management | 27 | $978 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 29 | $1.05K | 0.00% | +29 | New |
| Rothschild Investment LLC | 45 | $1.63K | 0.00% | −18,125−99.8% | Reduced |
| Allworth Financial LP | 54 | $1.96K | 0.00% | −20−27.0% | Reduced |
| Bessemer Group Inc | 45 | $2.00K | 0.00% | +45 | New |
| Geneos Wealth Management Inc. | 69 | $2.50K | 0.00% | +69 | New |
| Gilliland Jeter Wealth Management LLC | 72 | $2.61K | 0.00% | +72 | New |
| CIBC Private Wealth Group, LLC | 73 | $2.64K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 77 | $2.80K | 0.00% | −292−79.1% | Reduced |
| Jones Financial Companies LLLP | 77 | $2.82K | 0.00% | +77 | New |
| Parallel Advisors, LLC | 92 | $3.33K | 0.00% | +8+9.5% | Added |
| Quadrant Capital Group LLC | 97 | $3.51K | 0.00% | +55+131.0% | Added |
| GAMMA Investing LLC | 98 | $3.55K | 0.00% | +67+216.1% | Added |
| Cullen/Frost Bankers, Inc. | 105 | $3.80K | 0.00% | +14+15.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 106 | $3.84K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 120 | $4.34K | 0.00% | +68+130.8% | Added |
| Wolff Wiese Magana LLC | 130 | $4.71K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 133 | $4.82K | 0.00% | +133 | New |
| Fortitude Family Office, LLC | 179 | $6.48K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 186 | $6.74K | 0.00% | −18−8.8% | Reduced |
| Venturi Wealth Management, LLC | 189 | $6.84K | 0.00% | +118+166.2% | Added |
| Ridgewood Investments LLC | 200 | $7.24K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 226 | $8.18K | 0.00% | +56+32.9% | Added |
| Harbor Capital Advisors, Inc. | 295 | $11.0K | 0.00% | +295 | New |
| Signaturefd, LLC | 314 | $11.4K | 0.00% | +48+18.0% | Added |
| CWM, LLC | 324 | $12.0K | 0.00% | −111−25.5% | Reduced |
| Colonial Trust Advisors | 347 | $12.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 360 | $13.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 364 | $13.2K | 0.00% | −18−4.7% | Reduced |
| Truvestments Capital LLC | 380 | $13.8K | 0.00% | +380 | New |
| Global Retirement Partners, LLC | 450 | $16.3K | 0.00% | −1,000−69.0% | Reduced |
| Naples Money Management LLC | 500 | $18.1K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 600 | $21.7K | 0.00% | +200+50.0% | Added |
| Colonial Trust Co | 603 | $21.8K | 0.00% | +603 | New |
| First Horizon Advisors, Inc. | 605 | $21.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 615 | $22.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 635 | $23.0K | 0.00% | +52+8.9% | Added |
| Amalgamated Bank | 824 | $30.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 900 | $32.6K | 0.02% | +900 | New |
| Aster Capital Management (DIFC) Ltd | 1,049 | $38.0K | 0.01% | +1,049 | New |
| Avalon Trust Co | 1,200 | $43.5K | 0.00% | −10−0.8% | Reduced |
| STRS Ohio | 1,200 | $43.5K | 0.00% | +1,200 | New |
| Tower Research Capital LLC (TRC) | 1,223 | $44.3K | 0.00% | −2,791−69.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,288 | $46.6K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,324 | $47.9K | 0.00% | −156,287−99.2% | Reduced |
| Bryn Mawr Trust Co | 1,747 | $63.3K | 0.00% | +1,747 | New |
| State of Wyoming | 2,504 | $90.7K | 0.01% | −4,688−65.2% | Reduced |
| Farther Finance Advisors, LLC | 2,596 | $94.0K | 0.00% | −407−13.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,735 | $99.0K | 0.00% | +345+14.4% | Added |
| ORG Wealth Partners, LLC | 2,896 | $104.9K | 0.03% | +2,896 | New |
| FMR LLC | 2,945 | $106.6K | 0.00% | +1,468+99.4% | Added |
| Palouse Capital Management, Inc. | 3,076 | $111.4K | 0.07% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,195 | $116.0K | 0.01% | +3,195 | New |
| Advisor Group Holdings, Inc. | 3,282 | $118.8K | 0.00% | +11+0.3% | Added |
| nVerses Capital, LLC | 3,500 | $126.7K | 0.06% | +1,600+84.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,801 | $137.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,870 | $176.0K | 0.00% | −6,613−57.6% | Reduced |
| Captrust Financial Advisors | 5,594 | $202.6K | 0.00% | −17,121−75.4% | Reduced |
| Counterpoint Mutual Funds LLC | 5,673 | $205.4K | 0.04% | +5,673 | New |
| Atria Wealth Solutions, Inc. | 5,813 | $210.5K | 0.00% | +5,813 | New |
| Cambridge Investment Research Advisors, Inc. | 6,381 | $231.0K | 0.00% | +6,381 | New |
| HighTower Advisors, LLC | 6,443 | $234.0K | 0.00% | +6,443 | New |
| American Century Companies Inc | 6,615 | $239.5K | 0.00% | −210,935−97.0% | Reduced |
| State Board of Administration of Florida Retirement System | 6,950 | $251.7K | 0.00% | +6,950 | New |
| Cornerstone Investment Partners, LLC | 7,106 | $257.3K | 0.01% | +7,106 | New |
| Marshall Wace, LLP | 7,143 | $258.6K | 0.00% | −7,957−52.7% | Reduced |
| Quadrature Capital Ltd | 7,193 | $260.5K | 0.01% | +7,193 | New |
| First Manhattan Co | 7,600 | $275.2K | 0.00% | +7,600 | New |
| Simplex Trading, LLC | 7,841 | $283.0K | 0.01% | +7,841 | New |
| Arizona State Retirement System | 7,947 | $287.8K | 0.00% | +7,947 | New |
| Alliance Wealth Advisors, LLC | 8,151 | $295.1K | 0.08% | −144−1.7% | Reduced |
| TD Waterhouse Canada Inc. | 8,415 | $303.2K | 0.00% | +1,103+15.1% | Added |
| CastleKnight Management LP | 8,800 | $318.6K | 0.04% | +8,800 | New |
| Walleye Capital LLC | 8,889 | $321.9K | 0.00% | −14,166−61.4% | Reduced |
| Game Plan Financial Advisors, LLC | 9,000 | $325.9K | 0.16% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 9,239 | $335.0K | 0.00% | +331+3.7% | Added |
| Voya Investment Management LLC | 9,370 | $339.3K | 0.00% | −138−1.5% | Reduced |
| National Bank of Canada | 9,392 | $340.1K | 0.00% | −26−0.3% | Reduced |
| Cornercap Investment Counsel Inc | 9,851 | $356.7K | 0.11% | −10,969−52.7% | Reduced |
| Handelsbanken Fonder AB | 10,100 | $366.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 10,264 | $371.7K | 0.00% | +1,249+13.9% | Added |
| Institute for Wealth Management, LLC. | 10,670 | $386.4K | 0.05% | +10,670 | New |
| Lazard Asset Management LLC | 10,706 | $387.0K | 0.00% | +5,384+101.2% | Added |
| Precision Wealth Strategies, LLC | 10,698 | $387.4K | 0.36% | +1,598+17.6% | Added |
| MML Investors Services, LLC | 11,202 | $406.0K | 0.00% | +189+1.7% | Added |
| LPL Financial LLC | 11,270 | $408.1K | 0.00% | −1,943−14.7% | Reduced |
| Royal Bank of Canada | 11,280 | $409.0K | 0.00% | −13,287−54.1% | Reduced |
| PDT Partners, LLC | 11,398 | $412.7K | 0.04% | +11,398 | New |