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Diamond Hill LC Concen ETF (DHLX)

CUSIP: 25264S320 | NYSE | 8 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Allegheny Financial Group3,991,903
5.3% of portfolio›$53.3M
Curated Wealth Partners LLC484,060
0.5% of portfolio›$6.5M
Farther Finance Advisors, LLC8,769
0.0% of portfolio›$117.1K
Fairman Group, LLC3,078
0.0% of portfolio›$41.2K
StyleTurnoverLocationFiled
Allegheny Financial Group
3,991,903$53.3M5.3%CoreLowPittsburgh, PA2026-11-05
Curated Wealth Partners LLC
484,060$6.5M0.5%GARPLowEl Segundo, CA2026-10-15
Farther Finance Advisors, LLC
8,769$117.1K0.0%IndexLowSan Francisco, CA2026-10-08
Fairman Group, LLC
3,078$41.2K0.0%ETFLowChesterbrook, PA2026-10-26