Dream Finders Homes Inc. Class ADFH

13F holders, Q1 2024 (March 31)
212holders
6famous investors
$43.75avg. 13F price*

At the end of Q1 2024, 212 institutions reported holding Dream Finders Homes Inc. Class A (DFH) in their 13F filings. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($212.9M), Vanguard Group Inc. ($92.5M) and Arcus Capital Partners, LLC ($90.1M). 6 famous investors held it, including Francois Rochon (0.1% of Giverny Capital's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Dream Finders Homes Inc. Class A
CUSIP
26154D100
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 212Q1 2024Q2 2024: 184Q2 2024Q3 2024: 195Q3 2024Q4 2024: 191Q4 2024Q1 2025: 196Q1 2025Q2 2025: 200Q2 2025Q3 2025: 197Q3 2025Q4 2025: 191Q4 2025Q1 2026: 192Q1 2026Q2 2026: 206Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions46$27.5M
Exits20$6.8M

Ownership 212 holders

Kayne Anderson Rudnick Investment Management LLC 0.49% Reduce -7.5% 4,869,117 $212.9M
Vanguard Group Inc. 0.00% Add +2.2% 2,115,337 $92.5M
Arcus Capital Partners, LLC 28.52% Reduce -9.2% 2,061,341 $90.1M
BlackRock Inc. 0.00% Add +1.6% 1,973,770 $86.3M
Cooke & Bieler LP 0.64% Add +20.1% 1,588,568 $69.5M
State Street Corp. 0.00% Add +13.3% 776,993 $34.0M
Geode Capital Management, LLC 0.00% Add +3.6% 516,922 $22.6M
Hood River Capital Management LLC 0.50% Add +23.7% 516,071 $22.6M
Fenimore Asset Management Inc 0.45% Reduce -17.3% 489,506 $21.4M
Nuveen Asset Management, LLC 0.01% Reduce -17.4% 382,379 $16.7M
Federated Hermes, Inc. 0.04% No change 375,000 $16.4M
American Century Companies Inc. 0.01% Add +35.5% 354,172 $15.5M
Wells Fargo & Company 0.00% Add +11.9% 329,690 $14.4M
Axiom Investors LLC 0.12% Add +61.0% 304,425 $13.3M
Wasatch Advisors LP 0.07% Reduce -14.0% 289,498 $12.7M
Arrowstreet Capital, Limited Partnership 0.01% Add +8.5% 273,868 $12.0M
Dimensional Fund Advisors LP 0.00% Add +138.5% 270,566 $11.8M
Renaissance Technologies 0.01% Add +9.1% 217,310 $9.5M
Morgan Stanley 0.00% Add +45.6% 208,218 $9.1M
Charles Schwab Investment Management Inc. 0.00% Add +3.8% 202,391 $8.9M
Northern Trust Corp. 0.00% Reduce -2.4% 201,767 $8.8M
Great Lakes Advisors, LLC 0.07% Add +2.6% 197,078 $8.6M
Invesco Ltd. 0.00% Reduce -7.5% 171,111 $7.5M
Sei Investments Co. 0.01% Add +15.4% 164,517 $7.2M
Millennium Management 0.01% Reduce -7.7% 162,717 $7.1M
Bank of New York Mellon Corp 0.00% Reduce -15.7% 158,084 $6.9M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +7.3% 157,932 $6.9M
Townsquare Capital LLC 0.10% Add +49.9% 151,021 $6.6M
Lawson Kroeker Investment Management Inc. 1.19% Reduce -7.7% 143,631 $6.3M
Castellan Group 3.18% New 141,973 $6.2M
Lazard Asset Management LLC 0.01% Add +1.8% 136,924 $6.0M
Envestnet Asset Management Inc. 0.00% Add +1018.4% 134,783 $5.9M
Goldman Sachs Group Inc. 0.00% Reduce -40.0% 133,845 $5.9M
Qube Research & Technologies Ltd 0.01% Add +199.4% 118,516 $5.2M
Stifel Financial Corp. 0.01% Reduce -28.0% 113,581 $5.0M
Denali Advisors LLC 1.41% Reduce -25.9% 109,810 $4.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -7.4% 109,341 $4.8M
Global IMC LLC 1.04% Reduce -0.0% 103,240 $4.5M
Susquehanna International Group, LLP 0.01% Reduce -5.4% 102,325 $4.5M
TD Waterhouse Canada Inc. 0.03% New 83,819 $4.1M
Elgethun Capital Management 1.01% Reduce -4.3% 92,628 $4.0M
Ameriprise Financial Inc. 0.00% Add +4.8% 82,185 $3.8M
Barclays PLC 0.00% Reduce -2.7% 80,869 $3.5M
Acadian Asset Management LLC 0.01% Reduce -7.0% 79,883 $3.5M
Brandywine Global Investment Management, LLC 0.02% Reduce -0.7% 70,331 $3.1M
Jackson Square Capital, LLC 0.78% Reduce -0.7% 69,500 $3.0M
Daiwa Securities Group Inc. 0.02% Reduce -21.6% 64,778 $2.8M
Nordea Investment Management AB 0.00% Reduce -1.1% 63,714 $2.8M
De Lisle Partners LLP 0.60% — 59,527 $2.6M
Redwood Investments, LLC 0.75% New 59,648 $2.6M
Algert Global LLC 0.10% Add +5.5% 55,513 $2.4M
New York State Common Retirement Fund 0.00% Reduce -21.4% 53,886 $2.4M
Swiss National Bank 0.00% Add +7.3% 48,700 $2.1M
Neuberger Berman Group LLC 0.00% Add +25.0% 47,266 $2.1M
UBS Group AG 0.00% Add +54.5% 46,392 $2.0M
JPMorgan Chase & Co. 0.00% Add +177.4% 44,763 $2.0M
Trexquant Investment LP 0.04% Add +255.9% 44,267 $1.9M
Bank of America Corp. 0.00% Reduce -37.7% 41,365 $1.8M
Jane Street Group, LLC 0.00% Add +143.2% 39,619 $1.7M
Rhumbline Advisers 0.00% Add +2.7% 38,269 $1.7M
Oppenheimer & Co. Inc. 0.03% New 35,913 $1.6M
SG Americas Securities, LLC 0.01% Add +445.3% 34,641 $1.5M
Citigroup Inc. 0.00% Add +137.0% 34,002 $1.5M
Marshall Wace, LLP 0.00% New 32,812 $1.4M
Giverny Capital 0.06% No change 32,202 $1.4M
Zacks Investment Management 0.01% Add +22.2% 31,152 $1.4M
US Bancorp \de 0.00% Add +4.0% 30,243 $1.3M
HRT Financial LP 0.01% New 30,026 $1.3M
Atria Investments, Inc 0.02% Reduce -6.0% 29,152 $1.3M
Castlekeep Investment Advisors LLC 0.90% Reduce -24.9% 28,496 $1.2M
Victory Capital Management Inc. 0.00% Add +152.2% 28,254 $1.2M
California State Teachers Retirement System 0.00% Add +0.5% 24,617 $1.1M
Quent Capital, LLC 0.12% No change 23,836 $1.0M
Alliancebernstein L.P. 0.00% Add +73.7% 23,780 $1.0M
Royal Bank of Canada 0.00% Add +69.7% 23,481 $1.0M
Campbell & CO Investment Adviser LLC 0.09% Reduce -47.0% 23,376 $1.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.3% 23,096 $1.0M
Janus Henderson Group PLC 0.00% Add +3.3% 22,674 $992K
Credit Suisse AG/ 0.00% Reduce -1.4% 22,580 $987K
Dynamic Technology Lab Private Ltd 0.11% Reduce -14.7% 22,492 $984K
Legal & General Group Plc 0.00% Add +11.1% 22,207 $963K
Squarepoint Ops LLC 0.00% Reduce -57.1% 21,588 $944K
LPL Financial LLC 0.00% Add +170.2% 21,148 $925K
M&T Bank Corp 0.00% Add +0.4% 21,112 $924K
Portside Wealth Group, LLC 0.17% Add +31.0% 20,921 $915K
Anchor Capital Advisors LLC 0.02% Reduce -31.9% 20,430 $893K
Bleakley Financial Group, LLC 0.03% Add +0.1% 20,306 $888K
Simplicity Wealth,LLC 0.02% New 20,306 $888K
Truist Financial Corp. 0.00% Add +10.3% 18,823 $823K
Norden Group LLC 0.17% Add +56.1% 18,721 $819K
Principal Financial Group Inc. 0.00% New 16,112 $705K
ExodusPoint Capital Management, LP 0.01% Add +37.8% 15,967 $698K
Teacher Retirement System of Texas 0.00% Add +16.2% 15,667 $685K
Rafferty Asset Management, LLC 0.00% Reduce -7.2% 15,164 $663K
Dark Forest Capital Management LP 0.11% Reduce -39.8% 14,950 $654K
Csenge Advisory Group 0.04% Reduce -8.5% 14,927 $653K
Kingfisher Capital LLC 0.16% No change 14,724 $644K
Baker Tilly Wealth Management, LLC 0.11% Add +18.8% 14,405 $630K
O'shaughnessy Asset Management, LLC 0.01% New 14,001 $612K
Wolverine Trading, LLC 0.01% New 13,801 $604K
Capstone Investment Advisors, LLC 0.02% New 13,796 $603K
Gsa Capital Partners LLP 0.05% Add +18.6% 13,761 $602K
Manufacturers Life Insurance Company, The 0.00% Add +28.9% 12,628 $552K
MetLife Investment Management, LLC 0.00% No change 12,580 $550K
Russell Investments Group, Ltd. 0.00% Reduce -3.7% 12,491 $546K
Precision Wealth Strategies, LLC 0.51% Reduce -3.3% 12,351 $540K
State of Wisconsin Investment Board 0.00% Add +21.7% 12,254 $536K
Gibbs Wealth Management 0.31% — 12,153 $531K
American International Group, Inc. 0.00% Reduce -0.9% 11,943 $522K
Deutsche Bank AG 0.00% Add +1.1% 11,695 $511K
Numerai GP LLC 0.22% Reduce -57.4% 11,426 $500K
Captrust Financial Advisors 0.00% New 11,348 $496K
Raymond James & Associates 0.00% Reduce -49.4% 11,224 $491K
AQR Capital Management 0.00% Reduce -6.3% 10,988 $481K
Moran Wealth Management, LLC 0.01% Add +5.6% 10,554 $462K
PDT Partners, LLC 0.04% New 10,500 $459K
Versor Investments LP 0.09% Add +22.9% 10,446 $457K
Handelsbanken Fonder AB 0.00% New 10,100 $442K
Cubist Systematic Strategies, LLC 0.00% New 9,803 $429K
Man Group plc 0.00% New 9,519 $416K
Alps Advisors Inc. 0.00% Reduce -20.2% 9,057 $396K
Game Plan Financial Advisors, LLC 0.23% No change 9,000 $394K
State of Wyoming 0.07% Reduce -23.1% 8,945 $391K
Alliance Wealth Advisors, LLC 0.11% Reduce -2.1% 8,632 $377K
HSBC Holdings PLC 0.00% New 8,444 $369K
Quantbot Technologies LP 0.02% Reduce -38.5% 8,213 $359K
MML Investors Services, LLC 0.00% Add +16.8% 8,173 $357K
Voya Investment Management LLC 0.00% Reduce -19.8% 8,057 $352K
D. E. Shaw & Co. 0.00% Reduce -93.7% 7,843 $343K
SYSTM Wealth Solutions LLC 0.04% New 7,612 $333K
Occudo Quantitative Strategies LP 0.06% Reduce -63.6% 7,547 $330K
Engineers Gate Manager LP 0.01% New 7,496 $328K
Cornerstone Investment Partners, LLC 0.02% No change 7,459 $326K
OMERS ADMINISTRATION Corp 0.00% New 7,300 $319K
Janney Montgomery Scott LLC 0.00% New 7,125 $312K
T. Rowe Price Associates Inc. 0.00% Add +17.7% 6,935 $304K
Arizona State Retirement System 0.00% Add +5.3% 6,778 $296K
Avantax Advisory Services, Inc. 0.00% New 6,736 $295K
EntryPoint Capital, LLC 0.26% Add +389.3% 6,723 $294K
Atria Wealth Solutions, Inc. 0.00% Reduce -4.6% 6,188 $271K
Franklin Resources Inc. 0.00% New 5,925 $259K
Advisory Services Network, LLC 0.01% Add +0.9% 5,896 $258K
Aviva PLC 0.00% Reduce -75.7% 5,511 $241K
Prosperity Wealth Management, Inc. 0.11% New 5,400 $236K
Baader Bank Aktiengesellschaft 0.02% New 5,400 $236K
Cambridge Investment Research Advisors, Inc. 0.00% New 5,360 $234K
Raymond James Financial Services Advisors, Inc. 0.00% New 5,280 $231K
Creative Planning 0.00% New 5,202 $227K
Cannon Global Investment Management, LLC 0.61% New 5,200 $227K
Napa Wealth Management 0.12% New 5,000 $219K
Citadel Advisors 0.00% Reduce -96.8% 4,662 $204K
Prelude Capital Management, LLC 0.01% New 4,660 $204K
HighTower Advisors, LLC 0.00% New 4,677 $203K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 3,801 $166K
Simplex Trading, LLC 0.00% Reduce -26.6% 3,807 $166K
Globeflex Capital L P 0.01% New 3,527 $154K
Osaic Holdings, Inc. 0.00% Reduce -85.8% 3,200 $140K
Tower Research Capital LLC (TRC) 0.00% Reduce -53.9% 2,923 $128K
Ameritas Investment Partners, Inc. 0.00% No change 2,390 $105K
Global Retirement Partners, LLC 0.00% Add +1000.0% 2,200 $96K
Shell Asset Management Co. 0.00% Reduce -9.1% 3,384 $87K
Gen-Wealth Partners Inc 0.04% — 1,895 $83K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 1,669 $73K
Steward Partners Investment Advisory, LLC 0.00% New 1,655 $72K
Avalon Trust Co 0.00% No change 1,363 $60K
Aquatic Capital Management LLC 0.00% New 1,300 $57K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,288 $56K
Metropolitan Life Insurance Co 0.00% Reduce -12.2% 1,282 $56K
FMR LLC 0.00% Reduce -2.6% 1,257 $55K
Benjamin F. Edwards & Company, Inc. 0.00% Add +926.9% 1,222 $54K
Penserra Capital Management LLC 0.00% New 1,144 $50K
Amalgamated Bank 0.00% Reduce -67.8% 824 $36K
First Horizon Advisors, Inc. 0.00% Add +28.4% 777 $34K
Quarry LP 0.01% Add +46.5% 621 $27K
Adirondack Trust Co. 0.01% No change 615 $27K
Naples Money Management LLC 0.03% New 575 $25K
IFP Advisors, Inc 0.00% Add +1.4% 573 $25K
Contravisory Investment Management, Inc. 0.00% No change 468 $20K
Signaturefd, LLC 0.00% Add +8.0% 432 $19K
AlphaQuest LLC 0.00% New 382 $17K
Balefire, LLC 0.01% Add +55.8% 374 $16K
Comerica Bank 0.00% Reduce -8.0% 370 $16K
National Bank of Canada 0.00% No change 500 $15K
Colonial Trust Advisors 0.00% No change 347 $15K
Cwm, LLC 0.00% Add +136.4% 286 $13K
Point72 (DIFC) Ltd 0.00% — 258 $11K
Lindbrook Capital, LLC 0.00% Add +29.4% 220 $10K
Harbour Investments, Inc. 0.00% No change 220 $10K
CIBC Private Wealth Group LLC 0.00% New 208 $9K
Federation des caisses Desjardins du Quebec 0.00% No change 200 $9K
Fortitude Family Office, LLC 0.01% No change 179 $8K
Wolff Wiese Magana LLC 0.00% No change 130 $6K
Avior Wealth Management, LLC 0.00% Add +4.7% 111 $5K
nVerses Capital, LLC 0.01% New 100 $4K
Mb, Levis & Associates, LLC 0.00% New 100 $4K
Parallel Advisors, LLC 0.00% Add +6.3% 85 $4K
PNC Financial Services Group, Inc. 0.00% New 79 $3K
Venturi Wealth Management, LLC 0.00% No change 71 $3K
Quadrant Capital Group LLC 0.00% Add +42.9% 60 $3K
Nisa Investment Advisors, LLC 0.00% Add +233.3% 40 $2K
Continuum Advisory, LLC 0.00% New 51 $2K
GAMMA Investing LLC 0.00% No change 35 $2K
Huntington National Bank 0.00% Reduce -15.2% 28 $1K
Hollencrest Capital Management 0.00% New 27 $1K
Allworth Financial LP 0.00% No change 24 $1K
Covestor Ltd 0.00% Add +0.0% 15 $1K
Farther Finance Advisors, LLC 0.00% No change 17 $729
JFS Wealth Advisors, LLC 0.00% Add +28.6% 9 $394
Rothschild Investment LLC 0.00% New 5 $219
SJS Investment Consulting Inc. 0.00% Add +100.0% 4 $175
DiNuzzo Private Wealth, Inc. 0.00% Add +100.0% 2 $88
NewEdge Advisors, LLC 0.00% Reduce -99.0% 1 $44

"% of holder's portfolio" is DFH's weight in each manager's 13F, not the share of Dream Finders Homes Inc. Class A the manager owns.