AFG
DHLX

Allegheny Financial Group’s Diamond Hill Large Cap Concentrated ETF DHLX Stock Holding History

Allegheny Financial Group’s Portfolio DHLX Stock Details DHLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.3M Buy
2,992,562
+1,015,546
+51% +$13.5M 5.16% 2
2025
Q4 		$26.2M Buy
+1,977,016
New +$25.7M 3.88% 4

Other funds holding DHLX

Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FG
Fairman Group Chesterbrook, Pennsylvania $117M AUM 5.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return