TCI Wealth Advisors’s Diamond Hill DHIL Stock Holding History

TCI 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
2023 Q2	–	Sell	-4	Closed	-$659	–	736
2023 Q1	$659	Hold	4	–	–	﹤0.01%	2176
2022 Q4	$740	Hold	4	–	–	﹤0.01%	2165
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	2070
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	2117
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	2088
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	2178
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	2249
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	2197
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	2047
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	1360
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	1302
2020 Q2	$0	Buy	+4	New	+$419	﹤0.01%	1498

Other funds holding DHIL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Touchstone Capital Pittsburgh, Pennsylvania $195M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's DHIL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Diamond Hill (DHIL) in Q2 2023, closing a stake of 4 shares — an estimated $659 sold.

TCI Wealth Advisors first reported a position in DHIL in Q2 2020 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 117 funds tracked by Wall St. Rank hold DHIL as of Q2 2023.

TCI Wealth Advisors reported no remaining Diamond Hill position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 4 Diamond Hill shares in Q2 2023, an estimated $659.
TCI Wealth Advisors first reported a position in Diamond Hill in Q2 2020 and held it in 12 quarters.
TCI Wealth Advisors's Diamond Hill position peaked at $1K in Q3 2022.
117 funds tracked by Wall St. Rank held Diamond Hill as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.