United Capital Financial Advisors’s DLH Holdings DLHC Stock Holding History

United Capital Financial Advisors’s Portfolio DLHC Stock Details DLHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-19,633	Closed	-$184K	–	1073
2024 Q3	$184K	Sell	19,633 -367	-2%	-$3.87K	﹤0.01%	1017
2024 Q2	$211K	Sell	20,000 -61,000	-75%	-$688K	﹤0.01%	963
2024 Q1	$1.07M	Hold	81,000	–	–	0.01%	542
2023 Q4	$1.28M	Sell	81,000 -58,000	-42%	-$815K	0.01%	502
2023 Q3	$1.62M	Sell	139,000 -5,000	-3%	-$54.2K	0.01%	451
2023 Q2	$1.48M	Buy	144,000 +56,000	+64%	+$574K	0.01%	483
2023 Q1	$1.01M	Buy	+88,000	New	+$1.05M	0.01%	572

Other funds holding DLHC

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

United Capital Financial Advisors's DLHC Position: Q4 2024 in Review

United Capital Financial Advisors sold out of DLH Holdings (DLHC) in Q4 2024, closing a stake of 19,633 shares — an estimated $184K sold.

United Capital Financial Advisors first reported a position in DLHC in Q1 2023 and held it in 7 quarters. The position peaked at $1.62M in Q3 2023. 60 funds tracked by Wall St. Rank hold DLHC as of Q4 2024.

United Capital Financial Advisors reported no remaining DLH Holdings position as of Q4 2024 after selling out during the quarter.
United Capital Financial Advisors sold 19,633 DLH Holdings shares in Q4 2024, an estimated $184K.
United Capital Financial Advisors first reported a position in DLH Holdings in Q1 2023 and held it in 7 quarters.
United Capital Financial Advisors's DLH Holdings position peaked at $1.62M in Q3 2023.
60 funds tracked by Wall St. Rank held DLH Holdings as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.