EWM
DHIL

Evergreen Wealth Management’s Diamond Hill DHIL Stock Holding History

Evergreen 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
2025
Q3 		– Sell
-10,628
Closed -$1.54M – 52
2025
Q2 		$1.54M Sell
10,628
-3,994
-27% -$549K 0.87% 35
2025
Q1 		$2.09M Sell
14,622
-12,557
-46% -$1.86M 1.25% 31
2024
Q4 		$4.22M Buy
27,179
+725
+3% +$116K 2.49% 14
2024
Q3 		$4.28M Buy
26,454
+10,138
+62% +$1.56M 2.57% 13
2024
Q2 		$2.3M Hold
16,316
– – 1.52% 27
2024
Q1 		$2.52M Hold
16,316
– – 1.7% 22
2023
Q4 		$2.7M Buy
16,316
+322
+2% +$52.1K 1.99% 19
2023
Q3 		$2.7M Buy
15,994
+250
+2% +$43.2K 2.13% 15
2023
Q2 		$2.7M Buy
15,744
+2,570
+20% +$427K 2.11% 16
2023
Q1 		$2.17M Buy
13,174
+1,891
+17% +$336K 1.93% 20
2022
Q4 		$2.09M Buy
+11,283
New +$2M 1.92% 19

Other funds holding DHIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Evergreen Wealth Management's DHIL Position: Q3 2025 in Review

Evergreen Wealth Management sold out of Diamond Hill (DHIL) in Q3 2025, closing a stake of 10,628 shares — an estimated $1.54M sold.

Evergreen Wealth Management first reported a position in DHIL in Q4 2022 and held it in 11 quarters. The position peaked at $4.28M in Q3 2024. 139 funds tracked by Wall St. Rank hold DHIL as of Q3 2025.

  • Evergreen Wealth Management reported no remaining Diamond Hill position as of Q3 2025 after selling out during the quarter.
  • Evergreen Wealth Management sold 10,628 Diamond Hill shares in Q3 2025, an estimated $1.54M.
  • Evergreen Wealth Management first reported a position in Diamond Hill in Q4 2022 and held it in 11 quarters.
  • Evergreen Wealth Management's Diamond Hill position peaked at $4.28M in Q3 2024.
  • 139 funds tracked by Wall St. Rank held Diamond Hill as of Q3 2025.

Based on Evergreen Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.