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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
60
shares
|
$1,674
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
50
shares
|
$1,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
31
shares
|
$864
0.0% of portfolio
|
Q2 2025
Added 158.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
29
shares
|
$809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
26
shares
|
$725
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
23
shares
|
$641
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
22
shares
|
$613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
21
shares
|
$585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
20
shares
|
$558
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
20
shares
|
$558
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
20
shares
|
$558
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
19
shares
|
$530
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
10
shares
|
$279
0.0% of portfolio
|
Q1 2025
Reduced 72.22%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
8
shares
|
$223
0.0% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
7
shares
|
$195
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7
shares
|
$195
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
6
shares
|
$167
0.0% of portfolio
|
Q1 2025
Reduced 98.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
5
shares
|
$139
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2
shares
|
$55
0.0% of portfolio
|
Q1 2025
Reduced 87.5%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2
shares
|
$55
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q1 2025
Reduced 90.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q1 2024
Reduced 99.01%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|