Position in DHI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$748,798
+$19,154 QoQ
Shares Held
5,457
+7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DHI Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026AE Wealth Management LLC holds $64,746,771 across 5 Residential Construction names. DHI ranks #4 (1.2% of the industry book) .
All Filings in DHI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $748,798 | 5,457 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $729,644 | 5,066 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $987,490 | 5,827 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $730,582 | 5,667 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $731,116 | 5,751 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $847,863 | 6,064 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,242,860 | 6,515 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $743,260 | 5,274 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $610,642 | 3,711 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,494,115 | 9,831 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,275,346 | 11,867 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $1,028,158 | 8,449 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $664,975 | 6,807 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,776,381 | 19,928 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,470,654 | 21,836 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,492,253 | 22,545 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,769,016 | 23,742 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,706,369 | 24,955 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,606,765 | 19,135 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,631,449 | 18,053 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,404,976 | 15,765 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,106,372 | 16,053 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,638,297 | 21,662 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $886,201 | 15,982 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $561,170 | 16,505 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||