Root Financial Partners’s Diamond Hill DHIL Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-8	Closed	-$1.38K	–	1117
2026 Q1	$1.38K	Buy	+8	New	+$1.37K	﹤0.01%	2470

Other funds holding DHIL

TFA

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Root Financial Partners's DHIL Position: Q2 2026 in Review

Root Financial Partners sold out of Diamond Hill (DHIL) in Q2 2026, closing a stake of 8 shares — an estimated $1.38K sold.

Root Financial Partners first reported a position in DHIL in Q1 2026 and held it in 1 quarter. The position peaked at $1.38K in Q1 2026. 2 funds tracked by Wall St. Rank hold DHIL as of Q2 2026.

Root Financial Partners reported no remaining Diamond Hill position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 8 Diamond Hill shares in Q2 2026, an estimated $1.38K.
Root Financial Partners first reported a position in Diamond Hill in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Diamond Hill position peaked at $1.38K in Q1 2026.
2 funds tracked by Wall St. Rank held Diamond Hill as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.