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Diamond Hill Funds shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Diamond Hill Funds shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in Diamond Hill Funds

Tip: Access up to 7 years of quarterly data

All positions including Diamond Hill Funds held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Diamond Hill Funds by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 914k 13.09

More positions owned by Curated Wealth Partners

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Advisors Inner Circle Fd Iii Rayliant Quantmn (RAYE)
Diamond Hill Funds Large Cap Concen
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View all positions for Curated Wealth Partners

Top funds holding Diamond Hill Funds

Diamond Hill Capital Management
Curated Wealth Partners
Fairman Group
Royal Bank of Canada
Mariner Wealth Advisors

View all funds holding Diamond Hill Funds