Legacy Financial Advisors’s D.R. Horton DHI Stock Holding History

Legacy Financial 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	-1,183	Closed	-$200K	–	411
2025 Q3	$200K	Buy	+1,183	New	+$186K	0.03%	404
2019 Q2	–	Sell	-876	Closed	-$36K	–	314
2019 Q1	$36K	Buy	876 +12	+1%	+$470	0.01%	330
2018 Q4	$30K	Sell	864 -30	-3%	-$1.09K	0.01%	336
2018 Q3	$37K	Sell	894 -192	-18%	-$8.31K	0.01%	281
2018 Q2	$45K	Hold	1,086	–	–	0.02%	260
2018 Q1	$49K	Hold	1,086	–	–	0.02%	248
2017 Q4	$55K	Buy	+1,086	New	+$50.6K	0.02%	229

Other funds holding DHI

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Legacy Financial Advisors's DHI Position: Q4 2025 in Review

Legacy Financial Advisors sold out of D.R. Horton (DHI) in Q4 2025, closing a stake of 1,183 shares — an estimated $200K sold.

Legacy Financial Advisors first reported a position in DHI in Q4 2017 and held it in 7 quarters. The position peaked at $200K in Q3 2025. 1,187 funds tracked by Wall St. Rank hold DHI as of Q4 2025.

Legacy Financial Advisors reported no remaining D.R. Horton position as of Q4 2025 after selling out during the quarter.
Legacy Financial Advisors sold 1,183 D.R. Horton shares in Q4 2025, an estimated $200K.
Legacy Financial Advisors first reported a position in D.R. Horton in Q4 2017 and held it in 7 quarters.
Legacy Financial Advisors's D.R. Horton position peaked at $200K in Q3 2025.
1,187 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.