Creative Planning
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Creative Planning’s Diamond Hill DHIL Stock Holding History

Creative Planning’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
Q2 		$782K Buy
2025
Q1 		$321K Buy
2024
Q4 		$342K Buy
2024
Q3 		$354K Buy
2024
Q2 		– Sell
2024
Q1 		$204K Buy
2023
Q2 		– Sell
2023
Q1 		$494 Buy
2016
Q1 		– Sell
2015
Q4 		$86K Buy