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Cornerstone Planning Group’s DLH Holdings DLHC Stock Holding History

Cornerstone Planning Group’s Portfolio DLHC Stock Details DLHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50
Closed -$387 – 1594
2024
Q4 		$387 Sell
50
-6
-11% -$50 ﹤0.01% 1211
2024
Q3 		$455 Buy
+56
New +$590 ﹤0.01% 1107

Other funds holding DLHC

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Cornerstone Planning Group's DLHC Position: Q1 2025 in Review

Cornerstone Planning Group sold out of DLH Holdings (DLHC) in Q1 2025, closing a stake of 50 shares — an estimated $387 sold.

Cornerstone Planning Group first reported a position in DLHC in Q3 2024 and held it in 2 quarters. The position peaked at $455 in Q3 2024. 65 funds tracked by Wall St. Rank hold DLHC as of Q1 2025.

  • Cornerstone Planning Group reported no remaining DLH Holdings position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 50 DLH Holdings shares in Q1 2025, an estimated $387.
  • Cornerstone Planning Group first reported a position in DLH Holdings in Q3 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's DLH Holdings position peaked at $455 in Q3 2024.
  • 65 funds tracked by Wall St. Rank held DLH Holdings as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.