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
2026 Q2	–	Sell	-34,580	Closed	-$5.95M	–	4337
2026 Q1	$5.95M	Buy	34,580 +19,473	+129%	+$3.34M	﹤0.01%	1060
2025 Q4	$2.56M	Buy	15,107 +5,883	+64%	+$814K	﹤0.01%	1510
2025 Q3	$1.29M	Buy	9,224 +3,844	+71%	+$561K	﹤0.01%	1888
2025 Q2	$782K	Buy	5,380 +3,132	+139%	+$431K	﹤0.01%	2067
2025 Q1	$321K	Buy	2,248 +41	+2%	+$6.06K	﹤0.01%	2690
2024 Q4	$342K	Buy	2,207 +16	+0.7%	+$2.56K	﹤0.01%	2549
2024 Q3	$354K	Buy	+2,191	New	+$337K	﹤0.01%	2391
2024 Q2	–	Sell	-1,322	Closed	-$204K	–	3100
2024 Q1	$204K	Buy	+1,322	New	+$206K	﹤0.01%	2557
2023 Q2	–	Sell	-3	Closed	-$494	–	2695
2023 Q1	$494	Buy	+3	New	+$533	﹤0.01%	2585
2016 Q1	–	Sell	-455	Closed	-$86K	–	4357
2015 Q4	$86K	Buy	+455	New	+$91.1K	﹤0.01%	1725

Other funds holding DHIL

TFA

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's DHIL Position: Q2 2026 in Review

Creative Planning sold out of Diamond Hill (DHIL) in Q2 2026, closing a stake of 34,580 shares — an estimated $5.95M sold.

Creative Planning first reported a position in DHIL in Q4 2015 and held it in 10 quarters. The position peaked at $5.95M in Q1 2026. 2 funds tracked by Wall St. Rank hold DHIL as of Q2 2026.

Creative Planning reported no remaining Diamond Hill position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 34,580 Diamond Hill shares in Q2 2026, an estimated $5.95M.
Creative Planning first reported a position in Diamond Hill in Q4 2015 and held it in 10 quarters.
Creative Planning's Diamond Hill position peaked at $5.95M in Q1 2026.
2 funds tracked by Wall St. Rank held Diamond Hill as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.