Position in DHI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$215,164
New position
Shares Held
1,321
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#924
of 1,224 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Rooted Wealth Advisors, Inc. holds $679,208 across 2 Residential Construction names. DHI ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
3,382 | $464,044 | |
| 2 | DHI |
Horton D R Inc /De/
This page
|
1,321 | $215,164 |
All Filings in DHI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,164 | 1,321 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||