Who Owns Dream Finders Homes Inc - A (DFH)? 13F Institutional Holders (Q2 2026)

On August 20, 2026, Dream Finders Homes' board approved amendments to its 2021 Equity Incentive Plan. The changes do three main things: they create an exception to the $400,000 annual compensation cap for non-employee directors who serve as Chairman, Co-Chairman, or Lead Director; they switch the plan's governing law from Delaware to Texas; and they loosen the 'Fair Market Value' definition so the company has more flexibility when valuing awards based on its Class A common stock. The pay-cap exception was approved by written consent from the holder of a majority of voting power rather than a shareholder meeting, and it won't take effect until at least 20 days after shareholders receive an information statement (Schedule 14C). As the filing itself notes, this is an abbreviated summary — the full amended plan is attached as Exhibit 10.1.

Dream Finders Homes filed this 8-K to update investors on its expected capital structure after its planned merger with Beazer Homes. Post-closing, it expects to keep its $1.5 billion revolving credit facility, carry roughly $1.3 billion in senior unsecured notes, about $80 million in junior subordinated notes, and about $675 million in redeemable preferred stock. DFH also said it plans to redeem all of its Series A Convertible Preferred Stock and may repurchase, redeem, or refinance some of Beazer's notes. Final financing terms aren't set yet and could change.

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Dream Finders Homes signed a merger agreement on August 6, 2026, to acquire Beazer Homes USA. Beazer will become a wholly owned subsidiary of Dream Finders, and Beazer shareholders will receive $33.50 per share in cash, with options, restricted stock, performance stock awards, and performance cash awards mostly cashed out or, in some cases, assumed by the company. The boards of directors approved it, and the deal is expected to close in the Company's fourth quarter of 2026, subject to Beazer stockholder approval, HSR clearance, and other typical conditions. This filing excerpt focuses on the merger agreement itself (Item 1.01) and does not go into the other disclosed items in detail.

Dream Finders Homes (DFH) issued a press release on July 30, 2026, announcing its financial results for the three months ended June 30, 2026. The press release is attached as Exhibit 99.1 to this 8-K filing. The 8-K itself doesn't include the actual financial numbers — it just tells you the results were announced and points you to the exhibit.

Dream Finders Homes expanded its board from five to seven members, appointing Richard Beckwitt and Steven Fischer as directors. Beckwitt, a former Lennar and D.R. Horton executive, was named Co-Chairman. Fischer, a banking and audit expert, joined the Audit Committee and qualifies as an audit committee financial expert. Beckwitt will receive 400,000 restricted stock units, subject to shareholder approval.

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