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 2024
Institutional positions in Dream Finders Homes, Inc. as of Dec 31, 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
- 191
- −3 vs. Q3 2024
- Shares held
- 31.7M
- +5.90M (+22.9%) vs. Q3 2024
- Total value
- $779.4M
- −$153.6M (−16.5%) vs. Q3 2024
- New holders
- 47
- 80 more added
- Sold out
- 50
- 35 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Dream Finders Homes, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 11 | $0 | 0.00% | +4+57.1% | Added |
| GWM Advisors LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $23 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $47 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $47 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $70 | 0.00% | −1−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $117 | 0.00% | +1+25.0% | Added |
| Smartleaf Asset Management LLC | 7 | $159 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7 | $163 | 0.00% | +7 | New |
| Huntington National Bank | 10 | $232 | 0.00% | −15−60.0% | Reduced |
| WealthTrak Capital Management LLC | 10 | $233 | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 16 | $372 | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 19 | $477 | 0.00% | +19 | New |
| Farther Finance Advisors, LLC | 21 | $489 | 0.00% | −2,575−99.2% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $536 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 27 | $628 | 0.00% | +27 | New |
| Sterling Capital Management LLC | 29 | $675 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 36 | $838 | 0.00% | +36 | New |
| Bessemer Group Inc | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $1.16K | 0.00% | +50 | New |
| MPWM Advisory Solutions, LLC | 50 | $1.16K | 0.00% | +50 | New |
| Westside Investment Management, Inc. | 60 | $1.40K | 0.00% | +60 | New |
| CIBC Private Wealth Group, LLC | 73 | $1.63K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 75 | $1.75K | 0.00% | +75 | New |
| Jones Financial Companies LLLP | 77 | $1.79K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $1.98K | 0.00% | +40+88.9% | Added |
| Covestor Ltd | 78 | $2.00K | 0.00% | +75+2,500.0% | Added |
| Versant Capital Management, Inc | 95 | $2.21K | 0.00% | +95 | New |
| Truvestments Capital LLC | 100 | $2.33K | 0.00% | −280−73.7% | Reduced |
| Parallel Advisors, LLC | 100 | $2.33K | 0.00% | +8+8.7% | Added |
| Steward Partners Investment Advisory, LLC | 100 | $2.33K | 0.00% | +100 | New |
| Nisa Investment Advisors, LLC | 110 | $2.56K | 0.00% | −10−8.3% | Reduced |
| Tucker Asset Management LLC | 155 | $3.61K | 0.00% | −31−16.7% | Reduced |
| Fortitude Family Office, LLC | 179 | $4.17K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 184 | $4.28K | 0.00% | −42−18.6% | Reduced |
| Ridgewood Investments LLC | 200 | $4.65K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 209 | $4.86K | 0.00% | −241−53.6% | Reduced |
| Wolff Wiese Magana LLC | 214 | $4.98K | 0.00% | +84+64.6% | Added |
| Signaturefd, LLC | 277 | $6.45K | 0.00% | −37−11.8% | Reduced |
| Venturi Wealth Management, LLC | 282 | $6.56K | 0.00% | +93+49.2% | Added |
| Aster Capital Management (DIFC) Ltd | 295 | $6.87K | 0.00% | −754−71.9% | Reduced |
| Skopos Labs, Inc. | 302 | $7.03K | 0.00% | +302 | New |
| Simplex Trading, LLC | 364 | $8.00K | 0.00% | −7,477−95.4% | Reduced |
| Harbor Capital Advisors, Inc. | 347 | $8.00K | 0.00% | +52+17.6% | Added |
| CWM, LLC | 386 | $9.00K | 0.00% | +62+19.1% | Added |
| Caitong International Asset Management Co., Ltd | 423 | $9.84K | 0.01% | +423 | New |
| GAMMA Investing LLC | 592 | $13.8K | 0.00% | +494+504.1% | Added |
| SBI Securities Co., Ltd. | 595 | $13.8K | 0.00% | +595 | New |
| Federation des caisses Desjardins du Quebec | 600 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 614 | $14.3K | 0.00% | +254+70.6% | Added |
| Adirondack Trust Co | 615 | $14.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 593 | $14.6K | 0.00% | −42−6.6% | Reduced |
| Creative Planning | 767 | $17.8K | 0.00% | +767 | New |
| The PNC Financial Services Group, Inc. | 775 | $18.0K | 0.00% | +411+112.9% | Added |
| Group One Trading, L.P. | 900 | $20.9K | 0.00% | +900 | New |
| First Horizon Advisors, Inc. | 1,173 | $27.3K | 0.00% | +568+93.9% | Added |
| STRS Ohio | 1,200 | $27.9K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,200 | $27.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,288 | $30.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 2,025 | $47.1K | 0.00% | −920−31.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,735 | $63.6K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 3,076 | $71.6K | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,195 | $74.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,801 | $88.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,882 | $90.3K | 0.00% | +600+18.3% | Added |
| KLP Kapitalforvaltning AS | 5,000 | $116.3K | 0.00% | +5,000 | New |
| Police & Firemen's Retirement System of New Jersey | 5,642 | $131.3K | 0.00% | +5,642 | New |
| Oregon Public Employees Retirement Fund | 6,400 | $148.9K | 0.00% | +6,400 | New |
| Russell Investments Group, Ltd. | 6,518 | $151.7K | 0.00% | −20,108−75.5% | Reduced |
| State of Tennessee, Treasury Department | 7,020 | $163.4K | 0.00% | +7,020 | New |
| Royal Bank of Canada | 7,377 | $171.0K | 0.00% | −3,903−34.6% | Reduced |
| Amalgamated Bank | 8,017 | $187.0K | 0.00% | +7,193+872.9% | Added |
| State of Wyoming | 8,104 | $188.6K | 0.02% | +5,600+223.6% | Added |
| New York State Teachers Retirement System | 8,238 | $192.0K | 0.00% | +8,238 | New |
| MML Investors Services, LLC | 8,704 | $203.0K | 0.00% | −2,498−22.3% | Reduced |
| CastleKnight Management LP | 8,800 | $204.8K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 8,918 | $207.5K | 0.00% | +2,475+38.4% | Added |
| Game Plan Financial Advisors, LLC | 9,000 | $211.1K | 0.10% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,185 | $214.0K | 0.00% | +4,315+88.6% | Added |
| Entropy Technologies, LP | 9,227 | $214.7K | 0.02% | +9,227 | New |
| Janney Montgomery Scott LLC | 9,244 | $215.0K | 0.00% | +9,244 | New |
| Maryland State Retirement & Pension System | 9,272 | $215.8K | 0.00% | +9,272 | New |
| Comerica Bank | 9,318 | $216.8K | 0.00% | +9,241+12,001.3% | Added |
| Teachers Retirement System of the State of Kentucky | 9,950 | $231.0K | 0.00% | +9,950 | New |
| Cornerstone Wealth Group, LLC | 10,000 | $232.7K | 0.02% | +10,000 | New |
| Alps Advisors Inc | 10,064 | $234.2K | 0.00% | −200−1.9% | Reduced |
| Handelsbanken Fonder AB | 10,100 | $235.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 10,111 | $235.3K | 0.00% | −1,159−10.3% | Reduced |
| Yousif Capital Management, LLC | 10,320 | $240.1K | 0.00% | +10,320 | New |
| Penserra Capital Management LLC | 10,657 | $247.0K | 0.00% | +10,657 | New |
| Crestline Management, LP | 10,617 | $247.1K | 0.01% | +10,617 | New |
| Quantbot Technologies LP | 10,731 | $249.7K | 0.01% | +10,731 | New |
| Price T Rowe Associates Inc | 10,785 | $251.0K | 0.00% | +1,546+16.7% | Added |
| Precision Wealth Strategies, LLC | 12,127 | $282.2K | 0.22% | +1,429+13.4% | Added |
| Alliance Wealth Advisors, LLC | 12,304 | $286.3K | 0.07% | +4,153+51.0% | Added |
| Mariner, LLC | 12,313 | $286.5K | 0.00% | −3,375−21.5% | Reduced |
| Brevan Howard Capital Management LP | 12,329 | $286.9K | 0.01% | +12,329 | New |
| TD Waterhouse Canada Inc. | 12,754 | $296.8K | 0.00% | +4,339+51.6% | Added |
| Louisiana State Employees Retirement System | 13,200 | $307.2K | 0.01% | +13,200 | New |
| Wiley Bros.-Aintree Capital, LLC | 13,261 | $310.9K | 0.00% | +13,261 | New |