Values First Advisors
DHI icon

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
Q3 		$539K Sell
3,947
-1,232
-24% -$180K 0.25% 103
2026
Q2 		$844K Buy
5,179
+28
+0.5% +$4.18K 0.39% 75
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

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Values First Advisors's DHI Position: Q3 2026 in Review

Values First Advisors reduced its D.R. Horton (DHI) stake by 24% in Q3 2026, selling an estimated $180K and leaving 3,947 shares worth $539K. The position accounts for 0.25% of the portfolio, ranked #103.

Values First Advisors first reported a position in DHI in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.81M in Q3 2024. 360 funds tracked by Wall St. Rank hold DHI as of Q3 2026.

  • Values First Advisors held 3,947 shares of D.R. Horton worth $539K as of Q3 2026.
  • Values First Advisors sold 1,232 D.R. Horton shares in Q3 2026, an estimated $180K.
  • D.R. Horton made up 0.25% of Values First Advisors's portfolio in Q3 2026, its #103 holding.
  • Values First Advisors first reported a position in D.R. Horton in Q2 2020 and has held it in 26 quarters since.
  • Values First Advisors's D.R. Horton position peaked at $1.81M in Q3 2024.
  • 360 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.