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LPL Financial LLC

Position in DFH — Dream Finders Homes, Inc.

CIK 1403438 FORT MILL, SC

Position in DFH

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$165,202
-$45,589 QoQ
Shares Held
11,868
-3.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority Sole 5% Shared 0% None 95%

Common Shares in DFH Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

LPL Financial LLC holds $110,646,722 across 16 Residential Construction names.

# Ticker Company Shares Value (USD) Open

All Filings in DFH

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8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $165,202 11,868
2025-12-31 $210,791 12,327
2025-09-30 $335,016 12,925
2024-12-31 $235,282 10,111
2024-09-30 $408,086 11,270
2024-06-30 $341,159 13,213
2024-03-31 $924,802 21,148
2023-12-31 $278,093 7,827