Thrivent Financial for Lutherans
Position in DFH — Dream Finders Homes, Inc.
CIK 314984
Minneapolis, MN
Position in DFH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$314,218
+$47,344 QoQ
Shares Held
18,205
-5.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 204 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Thrivent Financial for Lutherans holds $248,662,474 across 15 Residential Construction names. DFH ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
606,796 | $98,834,931 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
525,326 | $72,079,980 | |
| 3 | IBP |
Installed Building Products, Inc.
|
154,323 | $35,469,598 | |
| 4 | SKY |
Champion Homes, Inc.
|
147,875 | $13,030,745 | |
| 5 | TOL |
Toll Brothers, Inc.
|
58,299 | $9,604,758 | |
| 6 | MTH |
Meritage Homes CORP
|
70,653 | $5,924,253 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
5,379 | $3,304,750 | |
| 8 | MHO |
M/I Homes, Inc.
|
17,978 | $2,890,682 |
All Filings in DFH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,218 | 18,205 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $266,874 | 19,172 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $337,519 | 19,738 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $539,058 | 20,797 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $529,639 | 21,076 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $454,042 | 20,126 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $492,835 | 21,179 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||