As of the latest SEC filings, Dream Finders Homes, Inc. (DFH) is held by 207 institutional funds. The largest fund shareholder is BlackRock Strategic Income Opportunities Portfolio (BSIKX), holding an estimated $58,375,703.75 in market value, representing 0.13% of its portfolio.
Funds holding Dream Finders Homes, Inc. (DFH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DFH
- CIK:
- 0001825088
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
BSIKX
BlackRock Strategic Income Opportunities Portfolio
|
MF | BlackRock / iShares | 0.13% | $58,375,703.75 | 58,891 | Mar 31, 2026 | May 28, 2026 |
|
MKLOX
BlackRock Global Allocation Fund, Inc.
|
MF | BlackRock / iShares | 0.22% | $37,965,220.00 | 38,156 | Apr 30, 2026 | Jun 26, 2026 |
|
PSGAX
Virtus KAR Small-Cap Growth Fund
|
MF | Duff & Phelps / Virtus | 3.54% | $29,236,524.00 | 2,100,325 | Mar 31, 2026 | May 29, 2026 |
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $24,001,072.80 | 1,724,215 | Mar 31, 2026 | May 26, 2026 |
|
MDHQX
BlackRock Total Return Fund
|
MF | BlackRock / iShares | 0.08% | $14,991,665.00 | 15,124 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $12,488,425.44 | 897,157 | Mar 31, 2026 | May 28, 2026 |
|
JATTX
Janus Henderson Triton Fund
|
MF | Independent / Boutique | 0.23% | $11,838,110.88 | 850,439 | Mar 31, 2026 | May 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $10,224,003.36 | 734,483 | Mar 31, 2026 | May 28, 2026 |
|
BCAT
BlackRock Capital Allocation Term Trust
|
CEF | BlackRock / iShares | 0.67% | $10,082,995.00 | 10,172 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $8,716,425.60 | 626,180 | Mar 31, 2026 | May 28, 2026 |
|
GLAII
BlackRock Global Allocation V.I. Fund
|
MF | BlackRock / iShares | 0.22% | $8,355,246.25 | 8,429 | Mar 31, 2026 | May 28, 2026 |
|
XHB
State Street(R) SPDR(R) S&P(R) Homebuilders ETF
|
ETF | State Street (SPDR) | 0.55% | $8,017,906.08 | 575,999 | Mar 31, 2026 | May 28, 2026 |
|
JAVTX
Janus Henderson Venture Fund
|
MF | Independent / Boutique | 0.25% | $7,565,380.80 | 543,490 | Mar 31, 2026 | May 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $6,266,787.20 | 429,232 | Apr 30, 2026 | Jun 24, 2026 |
|
-
JNL Multi-Manager Small Cap Value Fund
|
ETF | Independent / Boutique | 0.34% | $5,684,886.24 | 408,397 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.01% | $5,571,716.64 | 400,267 | Mar 31, 2026 | May 28, 2026 |
|
RWJ
Invesco S&P SmallCap 600 Revenue ETF
|
ETF | Invesco | 0.29% | $4,930,146.52 | 272,836 | Feb 28, 2026 | Apr 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $4,413,851.04 | 317,087 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $4,312,285.20 | 295,362 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $3,950,802.24 | 283,822 | Mar 31, 2026 | May 26, 2026 |
|
ITB
iShares U.S. Home Construction ETF
|
ETF | BlackRock / iShares | 0.16% | $3,876,441.60 | 278,480 | Mar 31, 2026 | May 22, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.03% | $3,659,957.76 | 262,928 | Mar 31, 2026 | May 28, 2026 |
|
QWVOX
Clearwater Select Equity Fund
|
MF | Independent / Boutique | 0.67% | $2,896,752.00 | 208,100 | Mar 31, 2026 | May 27, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $2,862,680.40 | 196,074 | Apr 30, 2026 | Jun 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,759,528.64 | 198,242 | Mar 31, 2026 | May 28, 2026 |
Advertisement (320x50)