DGS Capital Management’s M/I Homes MHO Stock Holding History

DGS Capital Management’s Portfolio MHO Stock Details MHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$692K	Buy	5,649 +416	+8%	+$56K	0.11%	177
2025 Q4	$670K	Sell	5,233 -10	-0.2%	-$1.32K	0.11%	163
2025 Q3	$757K	Sell	5,243 -176	-3%	-$23.8K	0.14%	140
2025 Q2	$608K	Sell	5,419 -232	-4%	-$25.2K	0.13%	154
2025 Q1	$645K	Sell	5,651 -355	-6%	-$43.6K	0.17%	126
2024 Q4	$798K	Sell	6,006 -118	-2%	-$18.6K	0.2%	102
2024 Q3	$1.05M	Buy	6,124 +31	+0.5%	+$4.7K	0.28%	68
2024 Q2	$744K	Buy	6,093 +128	+2%	+$15.6K	0.21%	93
2024 Q1	$813K	Buy	5,965 +486	+9%	+$61.7K	0.23%	80
2023 Q4	$755K	Buy	5,479 +28	+0.5%	+$2.8K	0.29%	68
2023 Q3	$458K	Buy	5,451 +260	+5%	+$24K	0.22%	102
2023 Q2	$453K	Buy	5,191 +95	+2%	+$6.72K	0.23%	101
2023 Q1	$322K	Buy	5,096 +129	+3%	+$7.43K	0.18%	135
2022 Q4	$229K	Buy	+4,967	New	+$213K	0.15%	176

Other funds holding MHO

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

Donald Smith & Co New York $5.56B AUM 47.13% 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return