AWA
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Arete Wealth Advisors’s D.R. Horton DHI Stock Holding History

Arete Wealth Advisors’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,584
Closed -$946K – 783
2025
Q3 		$946K Buy
+5,584
New +$878K 0.06% 288
2023
Q4 		– Sell
-6,945
Closed -$746K – 747
2023
Q3 		$746K Buy
+6,945
New +$832K 0.13% 170
2018
Q3 		– Sell
-5,651
Closed -$232K – 371
2018
Q2 		$232K Sell
5,651
-591
-9% -$25.5K 0.06% 319
2018
Q1 		$274K Buy
6,242
+574
+10% +$26.8K 0.09% 253
2017
Q4 		$289K Buy
+5,668
New +$264K 0.09% 243

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return