DFH
Dream Finders Homes, Inc. · Consumer Cyclical · Residential Construction
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 72 | +1 | 21.54M | $371.79M | +6 | −5 |
| Q1 2026 | 74 | +3 | 22.45M | $312.61M | +7 | −4 |
| Q4 2025 | 71 | -1 | 22.58M | $386.10M | — | −1 |
| Q3 2025 | 14 | 0 | 11.04M | $286.13M | +1 | −1 |
| Q2 2025 | 11 | +1 | 10.30M | $258.88M | +1 | — |
| Q1 2025 | 7 | -1 | 2.42M | $54.64M | — | −1 |
| Q4 2024 | 8 | +1 | 2.73M | $63.49M | +1 | — |
| Q3 2024 | 6 | -2 | 1.27M | $45.96M | — | −2 |
| Q2 2024 | 8 | — | 1.20M | $31.05M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 583.21K | — | $15.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 583.21K | — | $15.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 343.11K | — | $8.86M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Millennium Management ✦ | 171.64K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 60.59K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 15.10K | — | $389,882 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 9.90K | — | $255,618 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 9.79K | — | $252,829 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 9.79K | — | $252,829 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 8.91K | — | $231,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 192 holders, 28.76M shares, $394.65M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 250 sh @ 14.75 · $3,688
Director · 250 sh @ 14.81 · $3,702
Director · 12.00K sh @ 14.80 · $177,600
Director · 8.00K sh @ 13.83 · $110,640
Director · 70.00K sh @ 13.95 · $976,500
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology