CreativeOne Wealth’s D.R. Horton DHI Stock Holding History

CreativeOne Wealth’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	-7,170	Closed	-$1.22M	–	1203
2025 Q3	$1.22M	Sell	7,170 -6,086	-46%	-$957K	0.03%	474
2025 Q2	$1.71M	Buy	13,256 +2,687	+25%	+$331K	0.04%	386
2025 Q1	$1.34M	Buy	10,569 +5,948	+129%	+$798K	0.04%	398
2024 Q4	$646K	Buy	4,621 +725	+19%	+$121K	0.02%	618
2024 Q3	$743K	Buy	3,896 +371	+11%	+$65.2K	0.03%	513
2024 Q2	$497K	Sell	3,525 -198	-5%	-$29.1K	0.03%	473
2024 Q1	$613K	Buy	3,723 +1,492	+67%	+$224K	0.02%	507
2023 Q4	$339K	Buy	+2,231	New	+$275K	0.02%	465
2023 Q3	–	Sell	-2,553	Closed	-$310K	–	645
2023 Q2	$310K	Buy	+2,553	New	+$279K	0.01%	637
2021 Q3	–	Sell	-5,918	Closed	-$535K	–	699
2021 Q2	$535K	Buy	+5,918	New	+$555K	0.03%	368
2021 Q1	–	Sell	-3,537	Closed	-$244K	–	573
2020 Q4	$244K	Buy	+3,537	New	+$258K	0.02%	432

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