Answer:
They thought they were expected.
Explanation:
J. R. R. Tolkien's "The Hobbit: The Unexpected Journey" is the first installation of the Hobbit series that presents the plot of Bilbo Baggins in his journey to the other franchise The Lord of the Rings trilogy. The story is a fantasy adventure about a group of dwarves and a hobbit along with a wizard in regaining the lost kingdom of the dwarves.
At the beginning of the story, Bilbo Baggins recalls how he first came to be in contact with the dwarves and be a part of the journey to reclaim the Arkenstone. Gandalf had visited him one morning and had seemingly 'marked' his door as an indication for the dwarves to be their meeting spot which Bilbo wasn't aware of. So, when the dwarves arrived one by one and barged in, they did nothing wrong as they were unaware of the situation. While Bilbo thinks them rude to have barged into his house uninvited, from the dwarves' point of view, they had done nothing wrong.
So, the correct answer is that they thought they thought they were expected to be at Bilbo's home.