MPWT
DHIL

MassMutual Private Wealth & Trust’s Diamond Hill DHIL Stock Holding History

MassMutual Private Wealth & Trust’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
Q4 		– Sell
-6
Closed -$840 – 2391
2025
Q3 		$840 Hold
6
– – ﹤0.01% 2166
2025
Q2 		$872 Sell
6
-2
-25% -$275 ﹤0.01% 2151
2025
Q1 		$1.14K Sell
8
-4
-33% -$591 ﹤0.01% 2085
2024
Q4 		$1.86K Hold
12
– – ﹤0.01% 1855
2024
Q3 		$1.94K Buy
+12
New +$1.84K ﹤0.01% 1668

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MassMutual Private Wealth & Trust's DHIL Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Diamond Hill (DHIL) in Q4 2025, closing a stake of 6 shares — an estimated $840 sold.

MassMutual Private Wealth & Trust first reported a position in DHIL in Q3 2024 and held it in 5 quarters. The position peaked at $1.94K in Q3 2024. 155 funds tracked by Wall St. Rank hold DHIL as of Q4 2025.

  • MassMutual Private Wealth & Trust reported no remaining Diamond Hill position as of Q4 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 6 Diamond Hill shares in Q4 2025, an estimated $840.
  • MassMutual Private Wealth & Trust first reported a position in Diamond Hill in Q3 2024 and held it in 5 quarters.
  • MassMutual Private Wealth & Trust's Diamond Hill position peaked at $1.94K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Diamond Hill as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.