PMFA
DHIL

Plante Moran Financial Advisors’s Diamond Hill DHIL Stock Holding History

Plante Moran Financial 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
2020
Q4 		– Sell
-20
Closed -$3K – 907
2020
Q3 		$3K Buy
+20
New +$2.44K ﹤0.01% 744

Other funds holding DHIL

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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
TC
Touchstone Capital Pittsburgh, Pennsylvania $195M AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ESBC
E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plante Moran Financial Advisors's DHIL Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of Diamond Hill (DHIL) in Q4 2020, closing a stake of 20 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in DHIL in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 113 funds tracked by Wall St. Rank hold DHIL as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining Diamond Hill position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 20 Diamond Hill shares in Q4 2020, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Diamond Hill in Q3 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Diamond Hill position peaked at $3K in Q3 2020.
  • 113 funds tracked by Wall St. Rank held Diamond Hill as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.