Position in DFH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,209,082
+$2,313,539 QoQ
Shares Held
185,926
+189.0% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#32
of 204 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $131,789,139 across 18 Residential Construction names. DFH ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
4,049 | $27,587,455 | |
| 2 | LEN |
Lennar Corp /New/
|
271,380 | $24,540,260 | |
| 3 | DHI |
Horton D R Inc /De/
|
99,620 | $16,226,105 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
91,841 | $12,601,503 | |
| 5 | MTH |
Meritage Homes CORP
|
116,078 | $9,733,139 | |
| 6 | MHO |
M/I Homes, Inc.
|
45,031 | $7,240,534 | |
| 7 | TOL |
Toll Brothers, Inc.
|
38,226 | $6,297,733 | |
| 8 | KBH |
Kb Home
|
74,449 | $4,659,762 |
All Filings in DFH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,209,082 | 185,926 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $895,543 | 64,335 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $234,005 | 9,028 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $205,964 | 8,196 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $17,848 | 767 | Shares | Defined | 2025-02-14 | |
| 2024-03-31 | $227,482 | 5,202 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||