MYIA
DHIL

Mount Yale Investment Advisors’s Diamond Hill DHIL Stock Holding History

Mount Yale Investment 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
Q1 		$1.5M Buy
+8,729
New +$1.5M 0.03% 436
2025
Q4 		– Sell
-8,989
Closed -$1.26M – 738
2025
Q3 		$1.26M Sell
8,989
-1,117
-11% -$163K 0.09% 240
2025
Q2 		$1.47M Sell
10,106
-389
-4% -$53.5K 0.11% 159
2025
Q1 		$1.5M Sell
10,495
-392
-4% -$57.9K 0.13% 145
2024
Q4 		$1.69M Sell
10,887
-258
-2% -$41.3K 0.14% 135
2024
Q3 		$1.8M Sell
11,145
-89
-0.8% -$13.7K 0.17% 128
2024
Q2 		$1.58M Sell
11,234
-243
-2% -$36.5K 0.13% 159
2024
Q1 		$1.77M Buy
11,477
+811
+8% +$126K 0.14% 149
2023
Q4 		$1.77M Sell
10,666
-201
-2% -$32.5K 0.17% 133
2023
Q3 		$1.83M Sell
10,867
-297
-3% -$51.3K 0.2% 116
2023
Q2 		$1.91M Sell
11,164
-2,452
-18% -$408K 0.2% 113
2023
Q1 		$2.24M Buy
13,616
+173
+1% +$30.7K 0.25% 95
2022
Q4 		$2.49M Buy
13,443
+180
+1% +$31.9K 0.28% 87
2022
Q3 		$2.19M Buy
13,263
+385
+3% +$68.2K 0.29% 83
2022
Q2 		$2.24M Buy
12,878
+137
+1% +$24.3K 0.28% 80
2022
Q1 		$2.39M Buy
12,741
+613
+5% +$114K 0.26% 89
2021
Q4 		$2.36M Buy
12,128
+392
+3% +$78.4K 0.24% 95
2021
Q3 		$2.06M Buy
+11,736
New +$2.05M 0.24% 102

Other funds holding DHIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $11.8B AUM 31.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mount Yale Investment Advisors's DHIL Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Diamond Hill (DHIL) in Q1 2026: 8,729 shares worth $1.5M. The stake represents 0.03% of the portfolio and ranks #436 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in DHIL as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in DHIL in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.49M in Q4 2022. 161 funds tracked by Wall St. Rank hold DHIL as of Q1 2026.

  • Mount Yale Investment Advisors held 8,729 shares of Diamond Hill worth $1.5M as of Q1 2026.
  • Diamond Hill was a new Mount Yale Investment Advisors position in Q1 2026.
  • Diamond Hill made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #436 holding.
  • Mount Yale Investment Advisors first reported a position in Diamond Hill in Q3 2021 and has held it in 18 quarters since.
  • Mount Yale Investment Advisors's Diamond Hill position peaked at $2.49M in Q4 2022.
  • 161 funds tracked by Wall St. Rank held Diamond Hill as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.