Institutional Ownership Dream Finders Homes, Inc. (DFH)
This table provides information about the institutional ownership of Dream Finders Homes, Inc. (DFH). We have compiled data on the 210 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $804 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
600
shares
|
$16,740
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
569
shares
|
$15,875
0.0% of portfolio
|
Q1 2025
Added 47.41%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
505
shares
|
$14,089
0.0% of portfolio
|
Q1 2025
Added 67.22%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
500
shares
|
$13,950
0.02% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
500
shares
|
$13,950
0.01% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
460
shares
|
$12,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
385
shares
|
$10,741
0.0% of portfolio
|
Q1 2025
Added 38.99%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
345
shares
|
$9,625
0.0% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
244
shares
|
$6,807
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
214
shares
|
$5,970
0.0% of portfolio
|
Q4 2024
Added 64.62%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
209
shares
|
$5,831
0.0% of portfolio
|
Q4 2024
Reduced 53.56%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
208
shares
|
$5,803
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
188
shares
|
$5,245
0.0% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
182
shares
|
$5,077
0.0% of portfolio
|
Q1 2025
Added 304.44%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
179
shares
|
$4,994
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
155
shares
|
$4,324
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
154
shares
|
$4,296
0.0% of portfolio
|
Q2 2025
Reduced 28.37%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
150
shares
|
$4,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
112
shares
|
$3,124
0.0% of portfolio
|
Q1 2025
Added 49.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
95
shares
|
$2,650
0.0% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
95
shares
|
$2,650
0.0% of portfolio
|
Q2 2025
Reduced 61.85%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
92
shares
|
$2,566
0.0% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
75
shares
|
$2,092
0.0% of portfolio
|
Q1 2025
Added 971.43%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
71
shares
|
$1,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
67
shares
|
$1,869
0.0% of portfolio
|
Q1 2025
Reduced 92.56%
|