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Independent Financial Group’s DHI Group DHX Stock Holding History

Independent Financial Group’s Portfolio DHX Stock Details DHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,800
Closed -$51.4K – 967
2023
Q3 		$51.4K Hold
16,800
– – ﹤0.01% 885
2023
Q2 		$64.3K Buy
16,800
+3,800
+29% +$14.1K ﹤0.01% 863
2023
Q1 		$50.4K Hold
13,000
– – ﹤0.01% 825
2022
Q4 		$68.8K Sell
13,000
-1,500
-10% -$8.32K 0.01% 763
2022
Q3 		$78K Hold
14,500
– – 0.01% 721
2022
Q2 		$72.1K Buy
+14,500
New +$86.1K 0.01% 690

Other funds holding DHX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Independent Financial Group's DHX Position: Q4 2023 in Review

Independent Financial Group sold out of DHI Group (DHX) in Q4 2023, closing a stake of 16,800 shares — an estimated $51.4K sold.

Independent Financial Group first reported a position in DHX in Q2 2022 and held it in 6 quarters. The position peaked at $78K in Q3 2022. 77 funds tracked by Wall St. Rank hold DHX as of Q4 2023.

  • Independent Financial Group reported no remaining DHI Group position as of Q4 2023 after selling out during the quarter.
  • Independent Financial Group sold 16,800 DHI Group shares in Q4 2023, an estimated $51.4K.
  • Independent Financial Group first reported a position in DHI Group in Q2 2022 and held it in 6 quarters.
  • Independent Financial Group's DHI Group position peaked at $78K in Q3 2022.
  • 77 funds tracked by Wall St. Rank held DHI Group as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.