Dream Finders Homes, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | — | $29.24M | 3.54% | 2,100,325 NS | $825.60M | FIGI |
| iShares Core S&P Small-Cap ETF iShares Trust | IJR | $24.00M | 0.03% | 1,724,215 NS | $91.99B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $12.49M | 0.00% | 897,157 NS | $1.99T | FIGI |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | — | $11.84M | 0.23% | 850,439 NS | $5.18B | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $10.22M | 0.01% | 734,483 NS | $71.92B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $8.72M | 0.01% | 626,180 NS | $164.60B | FIGI |
| State Street(R) SPDR(R) S&P(R) Homebuilders E… SPDR SERIES TRUST | XHB | $8.02M | 0.55% | 575,999 NS | $1.45B | FIGI |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | — | $7.57M | 0.25% | 543,490 NS | $3.06B | FIGI |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | — | $5.68M | 0.34% | 408,397 NS | $1.68B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $5.57M | 0.01% | 400,267 NS | $60.64B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $4.41M | 0.01% | 317,087 NS | $81.50B | FIGI |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | IJS | $3.95M | 0.05% | 283,822 NS | $7.58B | FIGI |
| iShares U.S. Home Construction ETF iShares Trust | ITB | $3.88M | 0.16% | 278,480 NS | $2.39B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 600(TM)… SPDR SERIES TRUST | SPSM | $3.66M | 0.03% | 262,928 NS | $13.87B | FIGI |
| Clearwater Select Equity Fund Clearwater Investment Trust | — | $2.90M | 0.67% | 208,100 NS | $434.84M | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $2.76M | 0.02% | 198,242 NS | $12.46B | FIGI |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | — | $2.69M | 0.13% | 193,250 NS | $2.00B | FIGI |
| Bretton Fund PFS FUNDS | — | $2.37M | 2.12% | 170,500 NS | $112.02M | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYV | $2.14M | 0.05% | 153,505 NS | $4.06B | FIGI |
| Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust | — | $1.37M | 3.04% | 98,650 NS | $45.13M | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $784.4K | 0.01% | 56,353 NS | $12.17B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $705.1K | 0.01% | 50,651 NS | $4.82B | FIGI |
| JNL Small Cap Index Fund JNL Series Trust | — | $625.3K | 0.03% | 44,921 NS | $2.39B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $438.5K | 0.01% | 31,499 NS | $3.39B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $420.0K | 0.00% | 30,174 NS | $79.62B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $393.9K | 0.02% | 28,301 NS | $1.80B | FIGI |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | — | $344.5K | 0.03% | 24,750 NS | $1.35B | FIGI |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | — | $304.3K | 0.03% | 21,858 NS | $1.11B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $287.3K | 0.00% | 20,636 NS | $11.74B | FIGI |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $266.9K | 0.03% | 19,172 NS | $1.04B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $250.6K | 0.01% | 18,000 NS | $1.95B | FIGI |
| Timothy Plan US Small Cap Core ETF Timothy Plan | TPSC | $243.6K | 0.08% | 17,497 NS | $301.39M | FIGI |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | — | $227.7K | 0.26% | 16,355 NS | $87.55M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $223.7K | 0.00% | 16,072 NS | $58.89B | FIGI |
| DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I | — | $219.0K | 0.31% | 15,731 NS | $70.13M | FIGI |
| Small Cap Index Fund Northern Funds | — | $178.5K | 0.01% | 12,820 NS | $1.38B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $175.7K | 0.00% | 12,624 NS | $30.28B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $164.3K | 0.01% | 11,800 NS | $2.63B | FIGI |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | — | $143.1K | 0.03% | 10,281 NS | $538.24M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $142.0K | 0.01% | 10,204 NS | $956.61M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $138.1K | 0.00% | 9,924 NS | $9.06B | FIGI |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $138.1K | 0.03% | 9,922 NS | $525.94M | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $130.3K | 0.01% | 9,360 NS | $1.59B | FIGI |
| Small Cap Core Fund Northern Funds | — | $123.6K | 0.04% | 8,881 NS | $342.11M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $113.2K | 0.01% | 8,133 NS | $768.54M | FIGI |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | — | $113.1K | 0.03% | 8,122 NS | $423.00M | FIGI |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | — | $111.9K | 0.06% | 8,036 NS | $192.40M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $110.4K | 0.00% | 7,933 NS | $17.05B | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $87.9K | 0.01% | 6,317 NS | $741.60M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $84.9K | 0.01% | 6,098 NS | $962.08M | FIGI |