Dream Finders Homes Ownership 2024 | Who Owns Dream Finders Homes Now?


OverviewForecastRevenueFinancialsChart

Institutional Ownership

19.89%

Insider Ownership

21.52%

Retail Ownership

58.59%

Institutional Holders

124.00

Dream Finders Homes Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5.05%0.30%4,717,223-151,894-3.12%121,798,698Jun 30, 2024
VANGUARD GROUP INC2.40%0.00%2,240,833125,4965.93%57,858,308Jun 30, 2024
BLACKROCK INC.2.30%0.00%2,147,624173,8548.81%55,451,651Jun 30, 2024
COOKE & BIELER LP2.00%0.46%1,866,067277,49917.47%48,181,850Jun 30, 2024
ARCUS CAPITAL PARTNERS, LLC1.92%17.87%1,796,431-264,910-12.85%46,383,849Jun 30, 2024
STATE STREET CORP1.34%0.00%1,247,073470,08060.50%32,199,425,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.62%0.00%583,21266,29012.82%15,061,289Jun 30, 2024
FENIMORE ASSET MANAGEMENT INC0.53%0.28%490,7711,2650.26%12,671,707Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.45%0.00%420,592150,02655.45%10,858,671Jun 30, 2024
FEDERATED HERMES, INC.0.37%0.02%348,800-26,200-6.99%9,006,016,000Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.37%0.01%343,110125,80057.89%8,859,100Jun 30, 2024
WELLS FARGO & COMPANY/MN0.33%0.00%304,390-25,300-7.67%7,859,324Jun 30, 2024
WASATCH ADVISORS LP0.31%0.04%288,015-1,483-0.51%7,436,547Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.30%0.01%282,488163,972138.35%7,293,840Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.23%0.00%217,550-136,622-38.58%5,617,141Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.23%0.00%216,20513,8146.83%5,582,423Jun 30, 2024
MORGAN STANLEY0.21%0.00%200,582-7,636-3.67%5,179,051Jun 30, 2024
NORTHERN TRUST CORP0.21%0.00%198,807-2,960-1.47%5,133,197,000Jun 30, 2024
HENNESSY ADVISORS INC0.21%0.19%195,900195,900100.00%5,058,138Jun 30, 2024
GREAT LAKES ADVISORS, LLC0.20%0.04%185,244-11,834-6.00%4,783,000Jun 30, 2024

Dream Finders Homes's largest institutional shareholder is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, holding 5.05% of the company's total share outstanding, currently valued at $121.80M. The top 10 institutional shareholders own together 16.99% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ARCUS CAPITAL PARTNERS, LLC1.92%17.87%1,796,431-264,910-12.85%46,383,849Jun 30, 2024
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC0.02%1.92%16,00010,800207.69%413,120Jun 30, 2024
DENALI ADVISORS LLC0.15%0.99%140,40930,59927.87%3,625,360Jun 30, 2024
DE LISLE PARTNERS LLP0.16%0.86%152,94393,416156.93%3,952,812Jun 30, 2024
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE0.15%0.71%143,189-442-0.31%3,697,140Jun 30, 2024
ELGETHUN CAPITAL MANAGEMENT0.10%0.61%92,9713430.37%2,400,511Jun 30, 2024
COOKE & BIELER LP2.00%0.46%1,866,067277,49917.47%48,181,850Jun 30, 2024
JACKSON SQUARE CAPITAL, LLC0.07%0.44%70,0005000.72%1,807,400Jun 30, 2024
REDWOOD INVESTMENTS, LLC0.05%0.40%45,773-13,875-23.26%1,173,906Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5.05%0.30%4,717,223-151,894-3.12%121,798,698Jun 30, 2024
FENIMORE ASSET MANAGEMENT INC0.53%0.28%490,7711,2650.26%12,671,707Jun 30, 2024
PRECISION WEALTH STRATEGIES, LLC0.01%0.24%9,100-3,251-26.32%234,962Jun 30, 2024
OLYMPIAD RESEARCH LP0.01%0.20%10,69610,696100.00%276,171Jun 30, 2024
HENNESSY ADVISORS INC0.21%0.19%195,900195,900100.00%5,058,138Jun 30, 2024
HUSSMAN STRATEGIC ADVISORS, INC.0.02%0.15%21,00021,000100.00%542,220Jun 30, 2024
GAME PLAN FINANCIAL ADVISORS, LLC0.01%0.11%9,000--232,380Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP0.02%0.10%21,3026,35242.49%550,018Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.04%0.09%40,97917,60375.30%1,058,078Jun 30, 2024
KINGFISHER CAPITAL LLC0.02%0.09%14,724--380,000Jun 30, 2024
CORNERCAP INVESTMENT COUNSEL INC0.02%0.09%20,82020,820100.00%537,572Jun 30, 2024

The largest Dream Finders Homes shareholder by % of total assets is ARCUS CAPITAL PARTNERS, LLC. The company owns 1.80M shares of Dream Finders Homes (DFH), representing 17.87% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
STATE STREET CORP1.34%0.00%1,247,073470,08060.50%32,199,425,000Jun 30, 2024
COOKE & BIELER LP2.00%0.46%1,866,067277,49917.47%48,181,850Jun 30, 2024
HENNESSY ADVISORS INC0.21%0.19%195,900195,900100.00%5,058,138Jun 30, 2024
BLACKROCK INC.2.30%0.00%2,147,624173,8548.81%55,451,651Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.30%0.01%282,488163,972138.35%7,293,840Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.45%0.00%420,592150,02655.45%10,858,671Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.37%0.01%343,110125,80057.89%8,859,100Jun 30, 2024
VANGUARD GROUP INC2.40%0.00%2,240,833125,4965.93%57,858,308Jun 30, 2024
FIRST TRUST ADVISORS LP0.12%0.00%109,745109,745100.00%2,833,615Jun 30, 2024
DE LISLE PARTNERS LLP0.16%0.86%152,94393,416156.93%3,952,812Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.09%0.04%79,88779,887100.00%2,062,682Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.62%0.00%583,21266,29012.82%15,061,289Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.06%0.04%60,00060,000100.00%1,549,200Jun 30, 2024
NORDEA INVESTMENT MANAGEMENT AB0.13%0.00%121,27957,56590.35%3,118,083Jun 30, 2024
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC0.13%0.02%124,69654,36577.30%3,219,651Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.17%0.01%157,61148,27044.15%4,069,516Jun 30, 2024
AMERIPRISE FINANCIAL INC0.14%0.00%126,58644,40154.03%3,268,451Jun 30, 2024
GIVERNY CAPITAL INC.0.03%0.04%32,20232,202100.00%831,456Jun 30, 2024
DENALI ADVISORS LLC0.15%0.99%140,40930,59927.87%3,625,360Jun 30, 2024
GOLDMAN SACHS GROUP INC0.17%0.00%160,31626,47119.78%4,139,359Jun 30, 2024

As of Jun 30 2024, Dream Finders Homes's largest institutional buyer is STATE STREET CORP. The company purchased 470.08K stocks of DFH, valued at $32.20B.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HOOD RIVER CAPITAL MANAGEMENT LLC----516,071-100.00%-Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.08%0.00%79,038-303,341-79.33%2,040,762Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----273,868-100.00%-Jun 30, 2024
ARCUS CAPITAL PARTNERS, LLC1.92%17.87%1,796,431-264,910-12.85%46,383,849Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5.05%0.30%4,717,223-151,894-3.12%121,798,698Jun 30, 2024
CASTELLAN GROUP----141,973-100.00%-Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.23%0.00%217,550-136,622-38.58%5,617,141Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC0.01%0.00%5,322-131,602-96.11%137,000Jun 30, 2024
AXIOM INVESTORS LLC /DE0.19%0.04%174,710-129,715-42.61%4,511,012Jun 30, 2024
INVESCO LTD.0.05%0.00%46,774-124,337-72.66%1,207,705Jun 30, 2024
EAM GLOBAL INVESTORS LLC----103,240-100.00%-Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC----79,883-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.12%0.01%108,224-49,708-31.47%2,794,344Jun 30, 2024
SEI INVESTMENTS CO0.12%0.00%115,807-48,710-29.61%2,990,092,000Jun 30, 2024
TREXQUANT INVESTMENT LP----44,267-100.00%-Jun 30, 2024
TOWNSQUARE CAPITAL LLC0.12%0.04%110,624-40,397-26.75%2,856,312Jun 30, 2024
OPPENHEIMER & CO INC----35,913-100.00%-Jun 30, 2024
STIFEL FINANCIAL CORP0.09%0.00%82,046-31,535-27.76%2,118,424Jun 30, 2024
HRT FINANCIAL LP----30,026-100.00%-Jun 30, 2024
UBS GROUP AG0.02%0.00%17,397-28,995-62.50%449,190Jun 30, 2024

As of Jun 30 2024, Dream Finders Homes's biggest institutional seller is HOOD RIVER CAPITAL MANAGEMENT LLC. The company sold -0.52M shares of DFH, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HENNESSY ADVISORS INC0.21%0.19%195,900195,900100.00%5,058,138Jun 30, 2024
FIRST TRUST ADVISORS LP0.12%0.00%109,745109,745100.00%2,833,615Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.09%0.04%79,88779,887100.00%2,062,682Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.06%0.04%60,00060,000100.00%1,549,200Jun 30, 2024
GIVERNY CAPITAL INC.0.03%0.04%32,20232,202100.00%831,456Jun 30, 2024
NATIXIS ADVISORS, L.P.0.03%0.00%24,11124,111100.00%623,000Jun 30, 2024
WALLEYE CAPITAL LLC0.02%0.00%23,05523,055100.00%595,280Jun 30, 2024
HUSSMAN STRATEGIC ADVISORS, INC.0.02%0.15%21,00021,000100.00%542,220Jun 30, 2024
CORNERCAP INVESTMENT COUNSEL INC0.02%0.09%20,82020,820100.00%537,572Jun 30, 2024
AZZAD ASSET MANAGEMENT INC /ADV0.02%0.05%17,12117,121100.00%442,065Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.02%0.00%15,04615,046100.00%388,488Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.01%0.00%13,01613,016100.00%336,073Jun 30, 2024
MARINER, LLC0.01%0.00%12,85012,850100.00%331,797Jun 30, 2024
OLYMPIAD RESEARCH LP0.01%0.20%10,69610,696100.00%276,171Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.01%0.00%9,9009,900100.00%255,618Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.01%4,5744,574100.00%118,101Jun 30, 2024
PALOUSE CAPITAL MANAGEMENT, INC.0.00%0.05%3,0763,076100.00%79,422Jun 30, 2024
NEW YORK STATE TEACHERS RETIREMENT SYSTEM0.00%0.00%2,2282,228100.00%58,000Jun 30, 2024
CREWE ADVISORS LLC0.00%0.00%409409100.00%10,561Jun 30, 2024
TUCKER ASSET MANAGEMENT LLC0.00%0.00%204204100.00%5,267Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC0.00%0.00%200200100.00%5,164Jun 30, 2024
CULLEN/FROST BANKERS, INC.0.00%-9191100.00%2,350Jun 30, 2024
INNEALTA CAPITAL, LLC-0.00%2626100.00%671Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC-0.00%1818100.00%465Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC--77100.00%178Jun 30, 2024

Dream Finders Homes's largest new institutional shareholder by number of shares is HENNESSY ADVISORS INC, purchased 195.90K shares, valued at $5.06M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HOOD RIVER CAPITAL MANAGEMENT LLC----516,071-100.00%-Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----273,868-100.00%-Jun 30, 2024
CASTELLAN GROUP----141,973-100.00%-Jun 30, 2024
EAM GLOBAL INVESTORS LLC----103,240-100.00%-Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC----79,883-100.00%-Jun 30, 2024
TREXQUANT INVESTMENT LP----44,267-100.00%-Jun 30, 2024
OPPENHEIMER & CO INC----35,913-100.00%-Jun 30, 2024
HRT FINANCIAL LP----30,026-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----28,800-100.00%-Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----22,492-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----21,588-100.00%-Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----15,967-100.00%-Jun 30, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS----15,667-100.00%-Jun 30, 2024
BAKER TILLY WEALTH MANAGEMENT, LLC----14,405-100.00%-Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC----14,001-100.00%-Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC----13,796-100.00%-Jun 30, 2024
GSA CAPITAL PARTNERS LLP----13,761-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----11,943-100.00%-Jun 30, 2024
NUMERAI GP LLC----11,426-100.00%-Jun 30, 2024
RAYMOND JAMES & ASSOCIATES----11,224-100.00%-Jun 30, 2024
WOLVERINE TRADING, LLC----10,600-100.00%-Jun 30, 2024
PDT PARTNERS, LLC----10,500-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----9,803-100.00%-Jun 30, 2024
HSBC HOLDINGS PLC----8,444-100.00%-Jun 30, 2024
D. E. SHAW & CO., INC.----7,843-100.00%-Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC----7,612-100.00%-Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----7,547-100.00%-Jun 30, 2024
CORNERSTONE INVESTMENT PARTNERS, LLC----7,459-100.00%-Jun 30, 2024
OMERS ADMINISTRATION CORP----7,300-100.00%-Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC----7,125-100.00%-Jun 30, 2024
ARIZONA STATE RETIREMENT SYSTEM----6,778-100.00%-Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.----6,736-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----6,723-100.00%-Jun 30, 2024
ATRIA WEALTH SOLUTIONS, INC.----6,188-100.00%-Jun 30, 2024
FRANKLIN RESOURCES INC----5,925-100.00%-Jun 30, 2024
ADVISORY SERVICES NETWORK, LLC----5,896-100.00%-Jun 30, 2024
AVIVA PLC----5,511-100.00%-Jun 30, 2024
BAADER BANK AKTIENGESELLSCHAFT----5,400-100.00%-Jun 30, 2024
PROSPERITY WEALTH MANAGEMENT, INC.----5,400-100.00%-Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.----5,360-100.00%-Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----5,280-100.00%-Jun 30, 2024
NAPA WEALTH MANAGEMENT----5,000-100.00%-Jun 30, 2024
HIGHTOWER ADVISORS, LLC----4,677-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----3,807-100.00%-Jun 30, 2024
GEN-WEALTH PARTNERS INC----1,895-100.00%-Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.----1,669-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----1,282-100.00%-Jun 30, 2024
PENSERRA CAPITAL MANAGEMENT LLC----1,144-100.00%-Jun 30, 2024
POINT72 (DIFC) LTD----258-100.00%-Jun 30, 2024
COVESTOR LTD----15-100.00%-Jun 30, 2024

Dream Finders Homes's largest sold out institutional shareholder by shares sold is HOOD RIVER CAPITAL MANAGEMENT LLC, sold -0.52M shares, valued at -, as of undefined.

Dream Finders Homes Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Manager Directed Portfolios1.38%226,437--Jan 31, 2024
LEGG MASON PARTNERS INVESTMENT TRUST0.39%19,655,00010,515,000115.04%Mar 28, 2024
VIRTUS EQUITY TRUST0.36%2,981,552--Mar 28, 2024
FENIMORE ASSET MANAGEMENT TRUST0.35%430,000--Dec 31, 2023
Franklin High Income Trust0.31%9,000,000--Mar 31, 2024
DSS AMERICAFIRST QUANTITATIVE FUNDS0.29%6,580--Dec 29, 2023
FRANKLIN UNIVERSAL TRUST0.28%500,000--Feb 29, 2024
MFS SPECIAL VALUE TRUST0.19%39,000--Jan 31, 2024
FRANKLIN LTD DURATION INCOME TRUST0.12%500,000500,000-Sep 30, 2023
MFS INTERMEDIATE HIGH INCOME FUND0.09%48,000--Feb 29, 2024
VOYA CREDIT INCOME FUND0.09%135,000--Feb 29, 2024
SCM Trust0.08%225,000--Dec 31, 2023
MFS SERIES TRUST III0.07%5,727,000--Jan 31, 2024
VIRTUS ASSET TRUST0.06%1,693,000-180,000-9.61%Mar 28, 2024
Blackstone Strategic Credit Fund0.05%509,000200,00064.72%Mar 31, 2024
VIRTUS VARIABLE INSURANCE TRUST0.05%74,099-9,000-10.83%Mar 28, 2024
LORD ABBETT TRUST I0.04%1,257,000--Jan 31, 2024
BlackRock Series Fund II, Inc.0.04%8,000--Mar 31, 2024
Blackstone Long-Short Credit Income Fund0.04%95,00050,000111.11%Mar 31, 2024
Humankind Benefit Corp0.03%748--Dec 31, 2023
WASATCH FUNDS TRUST0.03%287,690-46,655-13.95%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.03%16,072--Mar 31, 2024
Zacks Trust0.03%2,6381,676174.22%Feb 29, 2024
CITY NATIONAL ROCHDALE FUNDS0.03%1,121,000563,000100.90%Dec 31, 2023
SARATOGA ADVANTAGE TRUST0.02%1,362251.87%Feb 29, 2024
BlackRock Multi-Sector Income Trust0.02%151,000--Mar 31, 2024
Federated Hermes Equity Funds0.02%375,000-348,732-48.19%Jan 31, 2024
Voya INVESTORS TRUST0.02%1,040,00010,0000.97%Mar 31, 2024
BLACKROCK CORPORATE HIGH YIELD FUND, INC.0.01%607,000--Mar 31, 2024
BLACKROCK CREDIT ALLOCATION INCOME TRUST0.01%168,000--Mar 31, 2024
BNY Mellon Strategic Funds, Inc.0.01%28,49014,990111.04%Feb 29, 2024
RBC FUNDS TRUST0.01%1,375,000-988,000-41.81%Mar 28, 2024
Voya FUNDS TRUST0.01%2,870,000-20,000-0.69%Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.01%1,525,000--Mar 31, 2024
BLACKROCK CORE BOND TRUST0.01%73,000--Mar 31, 2024
World Funds Trust0.01%125,286125,286-Jan 31, 2024
BLACKROCK Ltd DURATION INCOME TRUST0.01%115,000--Mar 31, 2024
Blackstone Floating Rate Enhanced Income Fund0.01%29,00015,000107.14%Mar 31, 2024
PFS FUNDS0.01%124,500--Mar 31, 2024
SSGA Active Trust0.01%1,041,000-804,000-43.58%Mar 31, 2024
Tidal ETF Trust0.01%111,000--Jan 31, 2024
Intrepid Capital Management Funds Trust0.01%100,000--Mar 31, 2024
Virtus Strategy Trust0.01%157,000--Mar 28, 2024
CLEARWATER INVESTMENT TRUST0.01%69,7985,2608.15%Mar 28, 2024
QUANTITATIVE MASTER SERIES LLC0.01%43,295-1,461-3.26%Mar 31, 2024
Blackstone Senior Floating Rate Term Fund0.01%20,00010,000100.00%Mar 31, 2024
Franklin Templeton ETF Trust0.01%1,200,000200,00020.00%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%3,672--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.01%57,369--Mar 31, 2024
MFS MULTIMARKET INCOME TRUST0.00%422,000--Jan 31, 2024
LORD ABBETT INVESTMENT TRUST0.00%4,252,000--Feb 29, 2024
VANGUARD INDEX FUNDS0.00%1,823,225-317,005-14.81%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%643--Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%323,47396,01342.21%Feb 29, 2024
BlackRock Credit Strategies Fund0.00%16,000--Mar 31, 2024
MFS VARIABLE INSURANCE TRUST II0.00%593,000--Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%5,6975,697-Mar 31, 2024
DBX ETF TRUST0.00%184,000134,000268.00%Feb 29, 2024
LEGG MASON PARTNERS INCOME TRUST0.00%2,000,000750,00060.00%Jan 31, 2024
MFS CHARTER INCOME TRUST0.00%183,000--Feb 29, 2024
SCHWAB CAPITAL TRUST0.00%81,98717,28326.71%Jan 31, 2024
BondBloxx ETF Trust0.00%45,000--Jan 31, 2024
BLACKROCK DEBT STRATEGIES FUND, INC.0.00%30,000--Mar 31, 2024
TIMOTHY PLAN0.00%6,67390015.59%Mar 31, 2024
BlackRock Variable Series Funds II, Inc.0.00%283,000--Mar 31, 2024
BNY Mellon ETF Trust0.00%30,00030,000-Jan 31, 2024
UNIFIED SERIES TRUST0.00%18,500--Mar 31, 2024
Principal Exchange-Traded Funds0.00%13,11513,115-Mar 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%240,000100,00071.43%Feb 29, 2024
PRINCIPAL FUNDS, INC.0.00%7,035,000--Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%4,226-764-15.31%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%202,8168,4154.33%Feb 29, 2024
Calvert Variable Products, Inc.0.00%2,390--Mar 31, 2024
ALPS ETF Trust0.00%10,957-775-6.61%Feb 29, 2024
FIDELITY COVINGTON TRUST0.00%15,4233,74632.08%Jan 31, 2024
MORGAN STANLEY INSTITUTIONAL FUND TRUST0.00%430,000-70,000-14.00%Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%2,207-71-3.12%Mar 31, 2024
Lattice Strategies Trust0.00%1,007-365-26.60%Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%47,537-204,801-81.16%Jan 31, 2024
NORTHERN FUNDS0.00%79,000--Mar 28, 2024
Six Circles Trust0.00%517,000--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%14,3891,57412.28%Mar 31, 2024
STERLING CAPITAL FUNDS0.00%9,770--Mar 28, 2024
Global X Funds0.00%18,714--Jan 31, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.0.00%17,576--Feb 29, 2024
Victory Portfolios II0.00%18,51816,012638.95%Mar 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%105,860-81-0.08%Feb 29, 2024
PACE SELECT ADVISORS TRUST0.00%100,000--Jan 31, 2024
VANGUARD WORLD FUND0.00%66,38016,02231.82%Feb 29, 2024
NORTHERN LIGHTS FUND TRUST III0.00%3,23842715.19%Mar 31, 2024
NORTHERN LIGHTS FUND TRUST II0.00%2,99662,387-105.04%Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%8,057-1,991-19.81%Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%1,110-96-7.96%Mar 31, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%100,000--Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%233,504-43,825-15.80%Mar 31, 2024
Dimensional ETF Trust0.00%94,66594,12017269.72%Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%118,5703,7093.23%Feb 29, 2024
iSHARES TRUST0.00%3,340,000580,00021.01%Jan 31, 2024
TRUST FOR PROFESSIONAL MANAGERS0.00%60,63051,870592.12%Feb 29, 2024
BlackRock Funds II0.00%16,000--Mar 31, 2024

Dream Finders Homes's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 226.44K shares, compromising 1.38% of its total assets.

Dream Finders Homes Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24124-41.78%
31 Mar, 2421315.76%
31 Dec, 2318432.37%
30 Sep, 2313925.23%
30 Jun, 2311116.84%
31 Mar, 23953.26%
31 Dec, 22926.98%
30 Sep, 22863.61%
30 Jun, 22833.75%
31 Mar, 228037.93%
31 Dec, 215816.00%
30 Sep, 21502.04%
30 Jun, 21496.52%
31 Mar, 2146-

As of 30 Jun 24, 124 institutions are holding Dream Finders Homes's shares, representing a decrease of -41.78% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2418,566,319-20.76%
31 Mar, 2423,431,1402.02%
31 Dec, 2322,966,0864.65%
30 Sep, 2321,945,1235.97%
30 Jun, 2320,709,1296.92%
31 Mar, 2319,369,0320.41%
31 Dec, 2219,290,3480.32%
30 Sep, 2219,228,7666.83%
30 Jun, 2217,999,82310.26%
31 Mar, 2216,325,18225.11%
31 Dec, 2113,049,107-9.46%
30 Sep, 2114,411,89180.03%
30 Jun, 218,005,37723.44%
31 Mar, 216,485,056-

Dream Finders Homes (DFH) has 18.57M shares outstanding as of 30 Jun 24, down -20.76% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2419.89%3.14%
31 Mar, 2425.18%4.14%
31 Dec, 2324.67%4.44%
30 Sep, 2323.57%4.75%
30 Jun, 2322.28%5.13%
31 Mar, 2320.84%4.82%
31 Dec, 2220.80%4.84%
30 Sep, 2220.73%5.51%
30 Jun, 2219.40%6.26%
31 Mar, 2217.60%8.85%
31 Dec, 2114.10%5.81%
30 Sep, 2115.58%20.81%
30 Jun, 218.65%17.61%
31 Mar, 217.01%-

As of 30 Jun 24, Dream Finders Homes is held by 19.89% institutional shareholders, representing a 3.14% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2463-50.39%
31 Mar, 2412710.43%
31 Dec, 2311540.24%
30 Sep, 238218.84%
30 Jun, 236932.69%
31 Mar, 235230.00%
31 Dec, 2240-20.00%
30 Sep, 2250-
30 Jun, 2250-16.67%
31 Mar, 226036.36%
31 Dec, 214441.94%
30 Sep, 213110.71%
30 Jun, 2128-37.78%
31 Mar, 2145-

63 institutional shareholders have increased their position in DFH stock as of 30 Jun 24 compared to 127 in the previous quarter (a -50.39% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2444-26.67%
31 Mar, 246033.33%
31 Dec, 234536.36%
30 Sep, 233337.50%
30 Jun, 23244.35%
31 Mar, 2323-28.13%
31 Dec, 223245.45%
30 Sep, 222215.79%
30 Jun, 221911.76%
31 Mar, 221788.89%
31 Dec, 21928.57%
30 Sep, 217-41.67%
30 Jun, 2112-
31 Mar, 21--

44 institutional shareholders have reduced their position in DFH stock as of 30 Jun 24 compared to 60 in the previous quarter (a -26.67% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24124-41.78%18,566,319-20.76%19.89%3.14%63-50.39%44-26.67%
31 Mar, 2421315.76%23,431,1402.02%25.18%4.14%12710.43%6033.33%
31 Dec, 2318432.37%22,966,0864.65%24.67%4.44%11540.24%4536.36%
30 Sep, 2313925.23%21,945,1235.97%23.57%4.75%8218.84%3337.50%
30 Jun, 2311116.84%20,709,1296.92%22.28%5.13%6932.69%244.35%
31 Mar, 23953.26%19,369,0320.41%20.84%4.82%5230.00%23-28.13%
31 Dec, 22926.98%19,290,3480.32%20.80%4.84%40-20.00%3245.45%
30 Sep, 22863.61%19,228,7666.83%20.73%5.51%50-2215.79%
30 Jun, 22833.75%17,999,82310.26%19.40%6.26%50-16.67%1911.76%
31 Mar, 228037.93%16,325,18225.11%17.60%8.85%6036.36%1788.89%
31 Dec, 215816.00%13,049,107-9.46%14.10%5.81%4441.94%928.57%
30 Sep, 21502.04%14,411,89180.03%15.58%20.81%3110.71%7-41.67%
30 Jun, 21496.52%8,005,37723.44%8.65%17.61%28-37.78%12-
31 Mar, 2146-6,485,056-7.01%-45---

Dream Finders Homes Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell11,804$28.62$337.83K1,130,907
Aug 16, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell19,624$28.87$566.54K1,111,283
Aug 08, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell798$28.05$22.38K4,930,590
Jul 26, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell49,345$31.24$1.54M1,156,633
Jul 26, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell1,751$30.01$52.55K1,154,882
Jul 26, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell12,171$30.68$373.41K1,142,711
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell8,648$30.50$263.76K4,957,235
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell13,462$31.33$421.76K4,943,773
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell2,664$32.34$86.15K4,941,109
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell1,000$30.25$30.25K4,940,109
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell8,721$31.08$271.05K4,931,388
Jul 10, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell6,581$25.18$165.71K1,209,478
Jul 10, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell3,500$25.06$87.71K1,205,978
Jun 27, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell7,407$25.25$187.03K1,216,359
Jun 27, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell300$25.00$7.50K1,216,059
Jun 14, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell12,966$27.84$360.97K1,231,396
Jun 14, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell7,630$27.19$207.46K1,223,766
Jun 03, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell10,984$28.35$311.40K1,267,542
Jun 03, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell23,180$28.16$652.75K1,244,362

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell11,804$28.62$337.83K1,130,907
Aug 16, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell19,624$28.87$566.54K1,111,283
Aug 08, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell798$28.05$22.38K4,930,590
Jul 26, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell49,345$31.24$1.54M1,156,633
Jul 26, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell1,751$30.01$52.55K1,154,882
Jul 26, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell12,171$30.68$373.41K1,142,711
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell8,648$30.50$263.76K4,957,235
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell13,462$31.33$421.76K4,943,773
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell2,664$32.34$86.15K4,941,109
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell1,000$30.25$30.25K4,940,109
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell8,721$31.08$271.05K4,931,388
Jul 10, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell6,581$25.18$165.71K1,209,478
Jul 10, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell3,500$25.06$87.71K1,205,978
Jun 27, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell7,407$25.25$187.03K1,216,359
Jun 27, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell300$25.00$7.50K1,216,059
Jun 14, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell12,966$27.84$360.97K1,231,396
Jun 14, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell7,630$27.19$207.46K1,223,766
Jun 03, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell10,984$28.35$311.40K1,267,542
Jun 03, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell23,180$28.16$652.75K1,244,362

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell11,804$28.62$337.83K1,130,907
Aug 16, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell19,624$28.87$566.54K1,111,283
Aug 16, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOJ-OtherBuy1,000,000--1,000,000
Aug 08, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell798$28.05$22.38K4,930,590
Jul 26, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell49,345$31.24$1.54M1,156,633
Jul 26, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell1,751$30.01$52.55K1,154,882
Jul 26, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell12,171$30.68$373.41K1,142,711
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell8,648$30.50$263.76K4,957,235
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell13,462$31.33$421.76K4,943,773
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell2,664$32.34$86.15K4,941,109
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell1,000$30.25$30.25K4,940,109
Jul 22, 2024Lovett William Radford IIdirector, 10 percent owner S-SaleSell8,721$31.08$271.05K4,931,388
Jul 10, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell6,581$25.18$165.71K1,209,478
Jul 10, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell3,500$25.06$87.71K1,205,978
Jun 27, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell7,407$25.25$187.03K1,216,359
Jun 27, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell300$25.00$7.50K1,216,059
Jun 14, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell12,966$27.84$360.97K1,231,396
Jun 14, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell7,630$27.19$207.46K1,223,766
Jun 03, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell10,984$28.35$311.40K1,267,542
Jun 03, 2024Zalupski Patrick O.director, 10 percent owner, officer President and CEOS-SaleSell23,180$28.16$652.75K1,244,362

The last insider sell of Dream Finders Homes's stock was made by Zalupski Patrick O. on Aug 16 2024, selling 11,804 shares at $28.62 per share (valued at $337.83K).

Dream Finders Homes Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241137.69%
Q2 2024-25-
Q1 2024115121.57%
Q4 2023-16-
Q3 2023-5-
Q2 2023-7-
Q1 20231311300.00%
Q4 20221--
Q3 20221--
Q2 202291900.00%
Q1 20221--
Q4 202111100.00%
Q3 2021-7-
Q1 202128--

1 total buy trades, and 13 total sell trades (buy/sell ratio of 0.08%) were made by Dream Finders Homes's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-13-
Q2 2024-21-
Q1 2024-38-
Q4 2023-15-
Q3 2023-4-
Q2 2023-3-
Q1 2023---
Q4 20221--
Q3 2022---
Q2 2022---
Q1 2022---
Q4 2021---
Q3 2021-7-
Q1 20218--

As of Q3 2024, Insider owners conducted 0 open market buy trades and 13 open market sell trades of Dream Finders Homes's stocks.

Dream Finders Homes Peer Ownership


TickerCompany
CVCOCavco Industries, Inc.
LGIHLGI Homes, Inc.
IBPInstalled Building Products, Inc.
CCSCentury Communities, Inc.
TPHTri Pointe Homes, Inc.
BZHBeazer Homes USA, Inc.
MHOM/I Homes, Inc.
HOVHovnanian Enterprises, Inc.
KBHKB Home
SKYSkyline Champion Corporation
TMHCTaylor Morrison Home Corporation

DFH Ownership FAQ


Dream Finders Homes is owned by institutional shareholders (19.89%), insiders (21.52%), and public (58.59%). The largest institutional shareholder of Dream Finders Homes is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (5.05% of total shares) and the top mutual fund owner is Manager Directed Portfolios (1.38% of total shares).

Dream Finders Homes's major institutional shareholders are KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, VANGUARD GROUP INC, BLACKROCK INC., COOKE & BIELER LP, and ARCUS CAPITAL PARTNERS, LLC. The top five shareholders own together 13.68% of the company's share outstanding.

As of Jun 2024, there are 124 institutional shareholders of Dream Finders Homes.

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC owns 4.72M shares of Dream Finders Homes, representing 5.05% of the company's total shares outstanding, valued at $121.8M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 2.24M shares of Dream Finders Homes (DFH), compromising 2.40% of the company, valued at $57.86M.

BLACKROCK INC is the third largest holder of Dream Finders Homes. The company owns 2.15M of the company's shares outstanding (worth $55.45M).