Position in DHI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$684,584
+$162,874 QoQ
Shares Held
4,203
+10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#671
of 1,224 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in DHI Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Beta Wealth Group, Inc. holds $684,584 across 1 Residential Construction name. DHI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
This page
|
4,203 | $684,584 |
All Filings in DHI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,584 | 4,203 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $521,710 | 3,802 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $504,105 | 3,500 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $457,569 | 2,700 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $348,470 | 2,703 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $4,195,417 | 33,001 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $307,604 | 2,200 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $381,540 | 2,000 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $479,302 | 3,401 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $510,105 | 3,100 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $440,742 | 2,900 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $429,880 | 4,000 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $462,422 | 3,800 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $273,532 | 2,800 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $401,130 | 4,500 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $282,870 | 4,200 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $264,760 | 4,000 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $275,687 | 3,700 | Shares | Other | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||