CPG
DHIL

Cornerstone Planning Group’s Diamond Hill DHIL Stock Holding History

Cornerstone Planning Group’s Portfolio DHIL Stock Details DHIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14
Closed -$1.99K – 1748
2025
Q3 		$1.99K Buy
14
+8
+133% +$1.17K ﹤0.01% 1164
2025
Q2 		$849 Buy
+6
New +$825 ﹤0.01% 1158

Other funds holding DHIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Planning Group's DHIL Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Diamond Hill (DHIL) in Q4 2025, closing a stake of 14 shares — an estimated $1.99K sold.

Cornerstone Planning Group first reported a position in DHIL in Q2 2025 and held it in 2 quarters. The position peaked at $1.99K in Q3 2025. 155 funds tracked by Wall St. Rank hold DHIL as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Diamond Hill position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 14 Diamond Hill shares in Q4 2025, an estimated $1.99K.
  • Cornerstone Planning Group first reported a position in Diamond Hill in Q2 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Diamond Hill position peaked at $1.99K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Diamond Hill as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.