PWA
DHIL

Physician Wealth Advisors’s Diamond Hill DHIL Stock Holding History

Physician 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
Q1 		– Sell
-7
Closed -$1.19K – 2109
2025
Q4 		$1.19K Sell
7
-6
-46% -$831 ﹤0.01% 1523
2025
Q3 		$1.82K Buy
13
+6
+86% +$876 ﹤0.01% 1270
2025
Q2 		$1.02K Sell
7
-6
-46% -$825 ﹤0.01% 1411
2025
Q1 		$1.86K Buy
+13
New +$1.92K ﹤0.01% 880

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 $9.2B AUM 23.26% 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

Physician Wealth Advisors's DHIL Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Diamond Hill (DHIL) in Q1 2026, closing a stake of 7 shares — an estimated $1.19K sold.

Physician Wealth Advisors first reported a position in DHIL in Q1 2025 and held it in 4 quarters. The position peaked at $1.86K in Q1 2025. 160 funds tracked by Wall St. Rank hold DHIL as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Diamond Hill position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 7 Diamond Hill shares in Q1 2026, an estimated $1.19K.
  • Physician Wealth Advisors first reported a position in Diamond Hill in Q1 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's Diamond Hill position peaked at $1.86K in Q1 2025.
  • 160 funds tracked by Wall St. Rank held Diamond Hill as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.