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

SMART 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 Q1	–	Sell	-1,770	Closed	-$247K	–	159
2024 Q4	$247K	Buy	+1,770	New	+$296K	0.09%	129

Other funds holding DHI

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMART Wealth's DHI Position: Q1 2025 in Review

SMART Wealth sold out of D.R. Horton (DHI) in Q1 2025, closing a stake of 1,770 shares — an estimated $247K sold.

SMART Wealth first reported a position in DHI in Q4 2024 and held it in 1 quarter. The position peaked at $247K in Q4 2024. 1,104 funds tracked by Wall St. Rank hold DHI as of Q1 2025.

SMART Wealth reported no remaining D.R. Horton position as of Q1 2025 after selling out during the quarter.
SMART Wealth sold 1,770 D.R. Horton shares in Q1 2025, an estimated $247K.
SMART Wealth first reported a position in D.R. Horton in Q4 2024 and held it in 1 quarter.
SMART Wealth's D.R. Horton position peaked at $247K in Q4 2024.
1,104 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2025.

Based on SMART Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.