DFH
Dream Finders Homes, Inc. · Consumer Cyclical · Residential Construction
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +2.1% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 4.55M | +0.9% | $117.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 4.55M | +0.9% | $117.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 4.55M | +0.9% | $117.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 4.55M | +0.9% | $117.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 4.55M | +0.9% | $117.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 4.55M | +0.9% | $117.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 4.55M | +0.9% | $117.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 4.55M | +0.9% | $117.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 4.55M | +0.9% | $117.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 4.55M | +0.9% | $117.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 4.55M | +0.9% | $117.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passif) | 3.09M | -0.8% | $80.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passif) | 3.09M | -0.8% | $80.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passif) | 3.09M | -0.8% | $80.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passif) | 3.09M | -0.8% | $80.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passif) | 3.09M | -0.8% | $80.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | State Street Global Advisors ✦ (passif) | 1.54M | +11.0% | $39.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Geode Capital Management ✦ (passif) | 703.99K | +2.7% | $18.25M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Geode Capital Management ✦ (passif) | 703.99K | +2.7% | $18.25M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | Marshall Wace ✦ | 373.22K | -24.3% | $9.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Marshall Wace ✦ | 373.22K | -24.3% | $9.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Marshall Wace ✦ | 373.22K | -24.3% | $9.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 265.10K | — | $6.87M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 265.10K | — | $6.87M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 216.54K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 216.54K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 216.54K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 216.54K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 216.54K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 216.54K | — | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Millennium Management ✦ | 127.33K | +1029.5% | $3.30M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 55.28K | +77.2% | $1.43M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 55.28K | +77.2% | $1.43M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 34 | D. E. Shaw & Co. ✦ | 46.60K | +0.5% | $1.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | D. E. Shaw & Co. ✦ | 46.60K | +0.5% | $1.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 28.90K | Nouveau | $749,037 | 0.0% | New | 1 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 28.90K | Nouveau | $749,037 | 0.0% | New | 1 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 28.90K | Nouveau | $749,037 | 0.0% | New | 1 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 28.90K | Nouveau | $749,037 | 0.0% | New | 1 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 28.90K | Nouveau | $749,037 | 0.0% | New | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 28.48K | — | $738,202 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 28.48K | — | $738,202 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 28.48K | — | $738,202 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 28.48K | — | $738,202 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 28.48K | — | $738,202 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 28.48K | — | $738,202 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | T. Rowe Price ✦ | 16.48K | +9.2% | $428,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 2.83K | +18.2% | $73,468 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 2.83K | +18.2% | $73,468 | 0.0% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| AQR Capital Management | $749,037 | 0.0% |
| AQR Capital Management | $749,037 | 0.0% |
| AQR Capital Management | $749,037 | 0.0% |
| AQR Capital Management | $749,037 | 0.0% |
| AQR Capital Management | $749,037 | 0.0% |
Sorti(e)
| Renaissance Technologies | $334,229 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 192 détenteurs, 28.76M actions, $394.65M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Director · 250 act. @ 14.75 · $3,688
Director · 250 act. @ 14.81 · $3,702
Director · 12.00K act. @ 14.80 · $177,600
Director · 8.00K act. @ 13.83 · $110,640
Director · 70.00K act. @ 13.95 · $976,500
Ventes sur le marché libre (S)
Aucune vente d'initié sur le marché libre dans notre fenêtre de couverture.
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie