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Dreamfinders Homes shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Dreamfinders Homes (DFH) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Dreamfinders Homes

Tip: Access up to 7 years of quarterly data

All positions including Dreamfinders Homes held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dreamfinders Homes by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $551k 21k 25.92
2025-06-30 $532k 21k 25.13

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Bny Mellon MF Closed and MF Open (BKLC)
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Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Dreamfinders Homes

Kayne Anderson Rudnick Investment Management
BlackRock
Vanguard Group
Cooke & Bieler
Henderson Group
State Street Corporation
Dimensional Fund Advisors
Arcus Capital Partners
Geode Capital Management
Fenimore Asset Management
Wells Fargo & Company
Elgethun Capital Management
Marshall Wace
Driehaus Capital Management
Northern Trust

View all funds holding Dreamfinders Homes