EWM
DHIL

Empirical Wealth Management’s Diamond Hill DHIL Stock Holding History

Empirical Wealth Management’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
2024
Q3 		– Sell
-1,794
Closed -$253K – 579
2024
Q2 		$253K Buy
+1,794
New +$269K 0.01% 484

Other funds holding DHIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Empirical Wealth Management's DHIL Position: Q3 2024 in Review

Empirical Wealth Management sold out of Diamond Hill (DHIL) in Q3 2024, closing a stake of 1,794 shares — an estimated $253K sold.

Empirical Wealth Management first reported a position in DHIL in Q2 2024 and held it in 1 quarter. The position peaked at $253K in Q2 2024. 131 funds tracked by Wall St. Rank hold DHIL as of Q3 2024.

  • Empirical Wealth Management reported no remaining Diamond Hill position as of Q3 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 1,794 Diamond Hill shares in Q3 2024, an estimated $253K.
  • Empirical Wealth Management first reported a position in Diamond Hill in Q2 2024 and held it in 1 quarter.
  • Empirical Wealth Management's Diamond Hill position peaked at $253K in Q2 2024.
  • 131 funds tracked by Wall St. Rank held Diamond Hill as of Q3 2024.

Based on Empirical Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.