BA
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Bellwether Advisors’s D.R. Horton DHI Stock Holding History

Bellwether 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
Q3 		– Sell
-37
Closed -$4.77K – 247
2025
Q2 		$4.77K Sell
37
-15,134
-100% -$1.86M ﹤0.01% 420
2025
Q1 		$1.93M Buy
15,171
+8,763
+137% +$1.18M 0.4% 46
2024
Q4 		$896K Buy
+6,408
New +$1.07M 0.16% 71
2023
Q2 		– Sell
-34
Closed -$3.32K – 180
2023
Q1 		$3.32K Hold
34
– – ﹤0.01% 324
2022
Q4 		$3.03K Hold
34
– – ﹤0.01% 329
2022
Q3 		$2K Hold
34
– – ﹤0.01% 380
2022
Q2 		$2K Hold
34
– – ﹤0.01% 333
2022
Q1 		$2K Hold
34
– – ﹤0.01% 447
2021
Q4 		$3K Hold
34
– – ﹤0.01% 445
2021
Q3 		$2K Hold
34
– – ﹤0.01% 463
2021
Q2 		$3K Hold
34
– – ﹤0.01% 351
2021
Q1 		$3K Buy
+34
New +$2.66K ﹤0.01% 324

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return