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Diamond Hill Investment shares owned by Evergreen Wealth Management

Quarter-by-quarter ownership of Diamond Hill Investment (DHIL) shares owned by Evergreen Wealth Management from 13F filings

Historical chart of Evergreen Wealth Management investment in Diamond Hill Investment

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All positions including Diamond Hill Investment held by Evergreen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Diamond Hill Investment by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 16k 165.59
2023-09-30 $2.7M 16k 168.57
2023-06-30 $2.7M 16k 171.30
2023-03-31 $2.2M 13k 164.58
2022-12-31 $2.1M 11k 185.01

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View all positions for Evergreen Wealth Management

Top funds holding Diamond Hill Investment

Vanguard Group
Royce & Associates
Davenport & Co
Dimensional Fund Advisors
Wells Fargo & Company
E.S. Barr & Company
Charles Schwab Investment Management
Punch & Associates Investment Management
Hotchkis and Wiley Capital Management
Dean Investment Associates
AQR Capital Management
Bank of New York Mellon
CI Private Wealth
Robeco Investment Management
BCGM Wealth Management

View all funds holding Diamond Hill Investment