Heartwood Wealth Advisors’s D.R. Horton DHI Stock Holding History

Heartwood Wealth Advisors’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	-27	Closed	-$4.58K	–	308
2025 Q3	$4.58K	Buy	+27	New	+$4.25K	﹤0.01%	423

Other funds holding DHI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heartwood Wealth Advisors's DHI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of D.R. Horton (DHI) in Q4 2025, closing a stake of 27 shares — an estimated $4.58K sold.

Heartwood Wealth Advisors first reported a position in DHI in Q3 2025 and held it in 1 quarter. The position peaked at $4.58K in Q3 2025. 1,192 funds tracked by Wall St. Rank hold DHI as of Q4 2025.

Heartwood Wealth Advisors reported no remaining D.R. Horton position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 27 D.R. Horton shares in Q4 2025, an estimated $4.58K.
Heartwood Wealth Advisors first reported a position in D.R. Horton in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's D.R. Horton position peaked at $4.58K in Q3 2025.
1,192 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.