Creative Planning
DHIL

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Creative Planning's DHIL Position: Q1 2026 in Review

Creative Planning increased its Diamond Hill (DHIL) stake by 129% in Q1 2026, buying an estimated $3.34M and bringing the position to 34,580 shares worth $5.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Creative Planning first reported a position in DHIL in Q4 2015 and has held it in 10 quarters since. 160 funds tracked by Wall St. Rank hold DHIL as of Q1 2026.

  • Creative Planning held 34,580 shares of Diamond Hill worth $5.95M as of Q1 2026.
  • Creative Planning bought 19,473 Diamond Hill shares in Q1 2026, an estimated $3.34M.
  • Diamond Hill made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1060 holding.
  • Creative Planning first reported a position in Diamond Hill in Q4 2015 and has held it in 10 quarters since.
  • 160 funds tracked by Wall St. Rank held Diamond Hill as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.