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

Cassady Schiller 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
2024
Q4 		$3.77K Buy
+27
New +$4.51K ﹤0.01% 463
2022
Q1 		– Sell
-7
Closed -$1K – 230
2021
Q4 		$1K Buy
+7
New +$674 ﹤0.01% 442

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cassady Schiller Wealth Management's DHI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in D.R. Horton (DHI) in Q4 2024: 27 shares worth $3.77K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in DHI as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in DHI in Q4 2021 and has held it in 2 quarters since. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • Cassady Schiller Wealth Management held 27 shares of D.R. Horton worth $3.77K as of Q4 2024.
  • D.R. Horton was a new Cassady Schiller Wealth Management position in Q4 2024.
  • D.R. Horton made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #463 holding.
  • Cassady Schiller Wealth Management first reported a position in D.R. Horton in Q4 2021 and has held it in 2 quarters since.
  • 1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.