DENALI ADVISORS LLC

Position in DFH — Dream Finders Homes, Inc.

CIK 1142941 SAN DIEGO, CA

Position in DFH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,543,601

+$834,716 QoQ

Shares Held

321,182

-5.1% QoQ

Ownership

0.354%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#21

of 204 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Consumer Cyclical · as of Jun 30, 2026

DENALI ADVISORS LLC holds $29,846,281 across 7 Residential Construction names. DFH ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHO	M/I Homes, Inc.	61,445	$9,879,741
2	GRBK	Green Brick Partners, Inc.	108,874	$8,714,274
3	DFH	Dream Finders Homes, Inc. This page	321,182	$5,543,601
4	HOV	Hovnanian Enterprises Inc	16,111	$2,294,367
5	PHM	Pultegroup Inc/Mi/	15,435	$2,117,836
6	DHI	Horton D R Inc /De/	4,205	$684,910
7	TOL	Toll Brothers, Inc.	3,712	$611,552

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,543,601	321,182	-5.1%	Shares	Sole	2026-08-10
2026-03-31	$4,708,885	338,282	+30.1%	Shares	Sole	2026-05-08
2025-12-31	$4,446,324	260,019	-5.9%	Shares	Sole	2026-02-03
2025-09-30	$7,165,791	276,458	-11.9%	Shares	Sole	2025-11-07
2025-06-30	$7,886,045	313,810	+13.1%	Shares	Sole	2025-07-30
2025-03-31	$6,260,309	277,496	+22.9%	Shares	Sole	2025-05-05
2024-12-31	$5,255,715	225,858	+3.5%	Shares	Sole	2025-02-04
2024-09-30	$7,902,542	218,242	+55.4%	Shares	Sole	2024-11-13
2024-06-30	$3,625,360	140,409	+27.9%	Shares	Sole	2024-08-09
2024-03-31	$4,801,991	109,810	-25.9%	Shares	Sole	2024-04-19
2023-12-31	$5,267,073	148,243	+226.2%	Shares	Sole	2024-01-19
2023-09-30	$1,010,197	45,443	+35.3%	Shares	Sole	2023-10-19
2023-06-30	$826,051	33,593	+22752.4%	Shares	Sole	2023-07-18
2023-03-31	$1,947	147	—	Shares	Sole	2023-04-21
No filing history on record for this holder in this stock.