CWP
DHLX

Curated Wealth Partners’s Diamond Hill Large Cap Concentrated ETF DHLX Stock Holding History

Curated Wealth Partners’s Portfolio DHLX Stock Details DHLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.8M Buy
1,928,983
+932,538
+94% +$12.3M 0.88% 16
2026
Q1 		$12.8M Buy
996,445
+49,131
+5% +$653K 1.61% 9
2025
Q4 		$12.6M Buy
947,314
+33,285
+4% +$432K 1.36% 7
2025
Q3 		$12M Buy
+914,029
New +$12M 1.45% 7