TSWM
DHIL

Tyler-Stone Wealth Management’s Diamond Hill DHIL Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-200
Closed -$28.1K – 456
2024
Q2 		$28.1K Hold
200
– – 0.01% 461
2024
Q1 		$30.8K Hold
200
– – 0.01% 444
2023
Q4 		$33.1K Hold
200
– – 0.02% 424
2023
Q3 		$34K Hold
200
– – 0.02% 395
2023
Q2 		$34K Buy
+200
New +$33.2K 0.02% 394
2022
Q4 		$37K Hold
200
– – 0.03% 353
2022
Q3 		$33K Hold
200
– – 0.03% 353
2022
Q2 		$35K Hold
200
– – 0.02% 366
2022
Q1 		$37K Hold
200
– – 0.02% 381
2021
Q4 		$39K Buy
+200
New +$40K 0.02% 391

Other funds holding DHIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Tyler-Stone Wealth Management's DHIL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Diamond Hill (DHIL) in Q3 2024, closing a stake of 200 shares — an estimated $28.1K sold.

Tyler-Stone Wealth Management first reported a position in DHIL in Q4 2021 and held it in 10 quarters. The position peaked at $39K in Q4 2021. 131 funds tracked by Wall St. Rank hold DHIL as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Diamond Hill position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 200 Diamond Hill shares in Q3 2024, an estimated $28.1K.
  • Tyler-Stone Wealth Management first reported a position in Diamond Hill in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Diamond Hill position peaked at $39K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Diamond Hill as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.