TFO Wealth Partners’s Diamond Hill DHIL Stock Holding History

TFO Wealth 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
2022 Q2	–	Sell	-390	Closed	-$73K	–	496
2022 Q1	$73K	Buy	+390	New	+$72.4K	0.01%	65

Other funds holding DHIL

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

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

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

Touchstone Capital Pittsburgh, Pennsylvania $195M AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIP

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

TFO Wealth Partners's DHIL Position: Q2 2022 in Review

TFO Wealth Partners sold out of Diamond Hill (DHIL) in Q2 2022, closing a stake of 390 shares — an estimated $73K sold.

TFO Wealth Partners first reported a position in DHIL in Q1 2022 and held it in 1 quarter. The position peaked at $73K in Q1 2022. 117 funds tracked by Wall St. Rank hold DHIL as of Q2 2022.

TFO Wealth Partners reported no remaining Diamond Hill position as of Q2 2022 after selling out during the quarter.
TFO Wealth Partners sold 390 Diamond Hill shares in Q2 2022, an estimated $73K.
TFO Wealth Partners first reported a position in Diamond Hill in Q1 2022 and held it in 1 quarter.
TFO Wealth Partners's Diamond Hill position peaked at $73K in Q1 2022.
117 funds tracked by Wall St. Rank held Diamond Hill as of Q2 2022.

Based on TFO Wealth Partners's 13F filing for Q2 2022, filed 18 Jul 2022.