13FPulse
中
DF

DFH DREAM FINDERS HOMES INC - A

2026Q2 · CUSIP 26154D100 · Sector: Industrials

Normal

Fund flows are within the usual range

Funds that own it
201
Institutions that reported holding it to the SEC
Net increase in holders
+9
Last quarter 192 → now 201
How unusual is that
Above average
Stronger buying than 67% of US stocks
What the filings say, in one paragraph

201 funds held DFH at the end of 2026Q2, up 9 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $4.1B(YoY -12.2%), the P/E is 9.4x, return on equity is 10.2%. DFH has had 6 buying rushes in its history, and the price moved +9.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q2: holders=45 2021Q3: holders=47 2021Q4: holders=57 2022Q1: holders=79 2022Q2: holders=79 2022Q3: holders=86 2022Q4: holders=91 2023Q1: holders=92 2023Q2: holders=109 2023Q3: holders=138 2023Q4: holders=180 2024Q1: holders=210 2024Q2: holders=184 2024Q3: holders=194 2024Q4: holders=191 2025Q1: holders=197 2025Q2: holders=200 2025Q3: holders=196 2025Q4: holders=191 2026Q1: holders=192 2026Q2: holders=201 -42 -21 +0 +21 +42 40131221 21Q221Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q1 Top 10% -0.3% -4.0%
2023Q4 Top 20% -10.2% -10.5%
2023Q3 Top 5% +35.4% +20.4%
2023Q2 Top 20% -16.7% +14.4%
2022Q3 Top 20% +20.3% +75.9%
2022Q1 Top 10% -25.5% -41.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
101
Change in large funds
+4
Total value they hold
$535M
Funds buying for the first time
46
Funds that sold out entirely
37
Price change that quarter
+4.1%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
1

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
9.4
EPS (TTM)
$1.42
EPS YoY
-53.9%
Revenue (TTM)
$4.1B
Revenue YoY
-12.2%
Net margin
3.5%
ROE
10.2%
Debt ratio
59.3%
FCF (TTM)
-$162M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS 0.64 2022-12-31: EPS 0.79 2023-03-31: EPS 0.45 2023-06-30: EPS 0.65 2023-09-30: EPS 0.75 2023-12-31: EPS 0.94 2024-03-31: EPS 0.55 2024-06-30: EPS 0.81 2024-09-30: EPS 0.70 2024-12-31: EPS 1.28 2025-03-31: EPS 0.54 2025-06-30: EPS 0.56 2025-09-30: EPS 0.47 2025-12-31: EPS 0.57 2026-03-31: EPS 0.11 2026-06-30: EPS 0.27 0B 0.8B 1.6B $B 0.00 0.70 1.41 202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 9 6 9 12 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-250M26M303M 2020202120222023202420252026
Latest quarter $-55M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.