EverSource Wealth Advisors’s Diamond Hill DHIL Stock Holding History

EverSource Wealth Advisors’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	-259	Closed	-$44.6K	–	4434
2026 Q1	$44.6K	Buy	259 +5	+2%	+$857	﹤0.01%	1987
2025 Q4	$43.1K	Buy	254 +38	+18%	+$5.26K	﹤0.01%	1849
2025 Q3	$30.2K	Buy	216 +37	+21%	+$5.4K	﹤0.01%	2051
2025 Q2	$26K	Buy	179 +163	+1,019%	+$22.4K	﹤0.01%	2092
2025 Q1	$2.29K	Buy	+16	New	+$2.37K	﹤0.01%	2863
2024 Q2	–	Sell	-7	Closed	-$1.04K	–	3082
2024 Q1	$1.04K	Hold	7	–	–	﹤0.01%	2560
2023 Q4	$1.16K	Buy	+7	New	+$1.13K	﹤0.01%	2350

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

EverSource Wealth Advisors's DHIL Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Diamond Hill (DHIL) in Q2 2026, closing a stake of 259 shares — an estimated $44.6K sold.

EverSource Wealth Advisors first reported a position in DHIL in Q4 2023 and held it in 7 quarters. The position peaked at $44.6K in Q1 2026. 2 funds tracked by Wall St. Rank hold DHIL as of Q2 2026.

EverSource Wealth Advisors reported no remaining Diamond Hill position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 259 Diamond Hill shares in Q2 2026, an estimated $44.6K.
EverSource Wealth Advisors first reported a position in Diamond Hill in Q4 2023 and held it in 7 quarters.
EverSource Wealth Advisors's Diamond Hill position peaked at $44.6K in Q1 2026.
2 funds tracked by Wall St. Rank held Diamond Hill as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.