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Diamond Hill Investment shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Diamond Hill Investment (DHIL) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Diamond Hill Investment

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All positions including Diamond Hill Investment held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Diamond Hill Investment by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $31k 200 154.17
2023-12-31 $33k 200 165.59
2023-09-30 $34k 200 168.57
2023-06-30 $51k 300 171.30
2023-03-31 $49k 300 164.58

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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