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Dream Finders Homes (DFH) investor Lovett reports 9.7% Class A ownership

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Dream Finders Homes, Inc. has an updated ownership report from investor Lovett William Radford on its Class A common stock. He is deemed to beneficially own 3,213,232 shares, representing 9.7% of this class. This amount includes 3,190,883 shares held by the W. Radford Lovett II GST Exempt Trust, for which he is sole trustee and where he disclaims beneficial ownership except for any pecuniary interest. He reports sole voting and dispositive power over all 3,213,232 shares and no shared power. The percentage ownership is based on 32,997,726 shares of Class A common stock outstanding as of July 23, 2026.

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Beneficial ownership 3,213,232 shares Class A Common Stock beneficially owned by Lovett William Radford
Ownership percentage 9.7% Percent of DFH Class A Common Stock class beneficially owned
Shares held by GST Exempt Trust 3,190,883 shares Class A shares owned directly by the W. Radford Lovett II GST Exempt Trust
Shares outstanding 32,997,726 shares DFH Class A Common Stock outstanding as of July 23, 2026
Sole voting and dispositive power 3,213,232 shares Shares over which Lovett has sole voting and dispositive power
beneficially owned financial
"Amount beneficially owned: 3,213,232 shares of Class A Common Stock."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole Voting Power 3,213,232.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole Dispositive Power 3,213,232.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
GST Exempt Trust financial
"owned directly by the W. Radford Lovett II GST Exempt Trust u/a dated 12/28/2004."

FAQ

What percentage of Dream Finders Homes (DFH) does Lovett William Radford report owning?

Lovett William Radford reports beneficial ownership of 9.7% of Dream Finders Homes’ Class A common stock, based on 32,997,726 shares outstanding as of July 23, 2026, as stated in the Schedule 13G/A amendment.

How many Dream Finders Homes (DFH) shares does Lovett William Radford beneficially own?

He reports beneficial ownership of 3,213,232 shares of DFH Class A common stock. This total includes shares held directly and shares held through a trust for which he serves as sole trustee.

How many DFH shares are held through the W. Radford Lovett II GST Exempt Trust?

The filing states that 3,190,883 shares of DFH Class A common stock are owned directly by the W. Radford Lovett II GST Exempt Trust, with Lovett as sole trustee, who disclaims beneficial ownership except for any pecuniary interest.

Does Lovett William Radford have sole or shared voting power over his DFH shares?

He reports sole voting power over 3,213,232 shares of DFH Class A common stock and no shared voting power, indicating he alone can direct how these shares are voted.

What is the basis for the 9.7% ownership figure in the DFH Schedule 13G/A?

The 9.7% ownership percentage is calculated using 32,997,726 DFH Class A common shares outstanding as of July 23, 2026, as disclosed in the Schedule 13G/A amendment.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





26154D100

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: *Includes 3,190,883 shares of Class A Common Stock owned directly by the W. Radford Lovett II GST Exempt Trust u/a dated 12/28/2004. The reporting person is the sole trustee of the W. Radford Lovett II GST Exempt Trust u/a dated 12/28/2004 and disclaims beneficial ownership of such shares except to the extent of any pecuniary interest in such trust. ** Percent of class is calculated based on 32,997,726 shares of Class A Common Stock of the Issuer outstanding as of July 23, 2026.


SCHEDULE 13G



Lovett William Radford II
Signature:/s/ Lovett William Radford II
Name/Title:Lovett William Radford II
Date:08/13/2026