Values First Advisors’s D.R. Horton DHI Stock Holding History

Values First 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
2026 Q1	$707K	Buy	5,151 +80	+2%	+$12.1K	0.37%	72
2025 Q4	$730K	Sell	5,071 -639	-11%	-$97.3K	0.38%	78
2025 Q3	$968K	Sell	5,710 -314	-5%	-$49.4K	0.52%	58
2025 Q2	$777K	Buy	6,024 +270	+5%	+$33.3K	0.42%	67
2025 Q1	$731K	Sell	5,754 -221	-4%	-$29.6K	0.43%	60
2024 Q4	$835K	Sell	5,975 -3,507	-37%	-$586K	0.46%	61
2024 Q3	$1.81M	Buy	9,482 +604	+7%	+$106K	0.98%	33
2024 Q2	$1.25M	Buy	8,878 +66	+0.7%	+$9.7K	0.75%	45
2024 Q1	$1.45M	Buy	8,812 +3,024	+52%	+$453K	0.85%	37
2023 Q4	$880K	Sell	5,788 -201	-3%	-$24.7K	0.53%	58
2023 Q3	$644K	Buy	5,989 +576	+11%	+$69K	0.42%	73
2023 Q2	$659K	Sell	5,413 -96	-2%	-$10.5K	0.4%	79
2023 Q1	$538K	Buy	5,509 +869	+19%	+$82.9K	0.34%	83
2022 Q4	$414K	Sell	4,640 -2,522	-35%	-$202K	0.29%	90
2022 Q3	$482K	Sell	7,162 -1,193	-14%	-$87.8K	0.35%	87
2022 Q2	$553K	Sell	8,355 -1,171	-12%	-$82.3K	0.39%	77
2022 Q1	$710K	Sell	9,526 -782	-8%	-$67.8K	0.45%	70
2021 Q4	$1.12M	Buy	10,308 +2,403	+30%	+$231K	0.66%	51
2021 Q3	$664K	Buy	7,905 +693	+10%	+$63.8K	0.43%	75
2021 Q2	$652K	Sell	7,212 -1,233	-15%	-$116K	0.44%	81
2021 Q1	$753K	Buy	8,445 +84	+1%	+$6.57K	0.56%	65
2020 Q4	$576K	Buy	8,361 +394	+5%	+$28.7K	0.46%	77
2020 Q3	$603K	Buy	7,967 +22	+0.3%	+$1.5K	0.55%	62
2020 Q2	$441K	Buy	+7,945	New	+$385K	0.44%	81

Other funds holding DHI

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Values First Advisors's DHI Position: Q1 2026 in Review

Values First Advisors increased its D.R. Horton (DHI) stake by 1.6% in Q1 2026, buying an estimated $12.1K and bringing the position to 5,151 shares worth $707K. The position accounts for 0.37% of the portfolio, ranked #72.

Values First Advisors first reported a position in DHI in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.81M in Q3 2024. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

Values First Advisors held 5,151 shares of D.R. Horton worth $707K as of Q1 2026.
Values First Advisors bought 80 D.R. Horton shares in Q1 2026, an estimated $12.1K.
D.R. Horton made up 0.37% of Values First Advisors's portfolio in Q1 2026, its #72 holding.
Values First Advisors first reported a position in D.R. Horton in Q2 2020 and has held it in 24 quarters since.
Values First Advisors's D.R. Horton position peaked at $1.81M in Q3 2024.
1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.