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BerganKDV Wealth Management’s D.R. Horton DHI Stock Holding History

BerganKDV Wealth Management’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
2023
Q2 		$1.54M Sell
12,653
-57
-0.4% -$6.23K 0.15% 105
2023
Q1 		$1.24M Buy
12,710
+445
+4% +$42.4K 0.13% 119
2022
Q4 		$1.09M Buy
12,265
+1,566
+15% +$126K 0.12% 122
2022
Q3 		$721K Buy
10,699
+340
+3% +$25K 0.09% 139
2022
Q2 		$686K Buy
10,359
+581
+6% +$40.8K 0.08% 146
2022
Q1 		$729K Buy
9,778
+324
+3% +$28.1K 0.08% 149
2021
Q4 		$1.02M Buy
9,454
+424
+5% +$40.8K 0.11% 126
2021
Q3 		$758K Sell
9,030
-112
-1% -$10.3K 0.09% 146
2021
Q2 		$826K Buy
9,142
+159
+2% +$14.9K 0.1% 129
2021
Q1 		$801K Sell
8,983
-793
-8% -$62.1K 0.1% 126
2020
Q4 		$674K Sell
9,776
-691
-7% -$50.4K 0.09% 131
2020
Q3 		$792K Sell
10,467
-915
-8% -$62.5K 0.13% 115
2020
Q2 		$631K Sell
11,382
-67
-0.6% -$3.25K 0.11% 127
2020
Q1 		$389K Sell
11,449
-2,135
-16% -$111K 0.08% 152
2019
Q4 		$717K Sell
13,584
-673
-5% -$35.9K 0.13% 122
2019
Q3 		$751K Sell
14,257
-5,859
-29% -$280K 0.15% 106
2019
Q2 		$868K Sell
20,116
-1,318
-6% -$58.4K 0.17% 102
2019
Q1 		$887K Buy
21,434
+4,066
+23% +$159K 0.18% 97
2018
Q4 		$602K Sell
17,368
-486
-3% -$17.7K 0.14% 109
2018
Q3 		$753K Buy
+17,854
New +$773K 0.16% 106

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 $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return