Burney Company’s D.R. Horton DHI Stock Holding History

Burney Company’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	-1,559	Closed	-$264K	–	617
2025 Q3	$264K	Sell	1,559 -231	-13%	-$36.3K	0.01%	523
2025 Q2	$231K	Sell	1,790 -616	-26%	-$75.9K	0.01%	539
2025 Q1	$306K	Sell	2,406 -3,424	-59%	-$459K	0.01%	497
2024 Q4	$815K	Buy	5,830 +305	+6%	+$51K	0.03%	343
2024 Q3	$1.05M	Buy	5,525 +501	+10%	+$88K	0.04%	313
2024 Q2	$708K	Buy	5,024 +694	+16%	+$102K	0.03%	372
2024 Q1	$713K	Sell	4,330 -18,428	-81%	-$2.76M	0.03%	376
2023 Q4	$3.46M	Buy	22,758 +18,120	+391%	+$2.23M	0.15%	166
2023 Q3	$498K	Buy	+4,638	New	+$555K	0.02%	402
2022 Q1	–	Sell	-3,591	Closed	-$389K	–	575
2021 Q4	$389K	Sell	3,591 -1,450	-29%	-$140K	0.02%	452
2021 Q3	$423K	Buy	5,041 +586	+13%	+$54K	0.02%	439
2021 Q2	$403K	Buy	4,455 +244	+6%	+$22.9K	0.02%	452
2021 Q1	$375K	Buy	+4,211	New	+$330K	0.02%	447

Other funds holding DHI

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return