True Wealth Design’s Diamond Hill DHIL Stock Holding History

True Wealth Design’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	-14	Closed	-$2.41K	–	2717
2026 Q1	$2.41K	Hold	14	–	–	﹤0.01%	1465
2025 Q4	$2.37K	Hold	14	–	–	﹤0.01%	1388
2025 Q3	$1.96K	Buy	14 +12	+600%	+$1.75K	﹤0.01%	1468
2025 Q2	$291	Buy	+2	New	+$275	﹤0.01%	1947
2025 Q1	–	Sell	-5	Closed	-$776	–	2659
2024 Q4	$776	Buy	+5	New	+$800	﹤0.01%	1004

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

True Wealth Design's DHIL Position: Q2 2026 in Review

True Wealth Design sold out of Diamond Hill (DHIL) in Q2 2026, closing a stake of 14 shares — an estimated $2.41K sold.

True Wealth Design first reported a position in DHIL in Q4 2024 and held it in 5 quarters. The position peaked at $2.41K in Q1 2026. 2 funds tracked by Wall St. Rank hold DHIL as of Q2 2026.

True Wealth Design reported no remaining Diamond Hill position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 14 Diamond Hill shares in Q2 2026, an estimated $2.41K.
True Wealth Design first reported a position in Diamond Hill in Q4 2024 and held it in 5 quarters.
True Wealth Design's Diamond Hill position peaked at $2.41K in Q1 2026.
2 funds tracked by Wall St. Rank held Diamond Hill as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.