DHIL — DIAMOND HILL INVT GROUP INC

Ownership history in BCGM Wealth Management, LLC  ·  21 quarters on record

AI Ownership Summary

BCGM Wealth Management, LLC reported DIAMOND HILL INVT GROUP INC (DHIL) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.46% in 2025 Q4. The latest visible filing shows DHIL at 1.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DHIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BCGM Wealth Management, LLC's position in DIAMOND HILL INVT GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DHIL was reported at 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DHIL stock page BCGM Wealth Management, LLC fund profile BCGM Wealth Management, LLC full holdings
How BCGM Wealth Management, LLC held DHIL — position size vs. price
% of Fund (quarterly)    DHIL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 33,779 +13,385 +65.6% 1.46% $5.7M 2026-02-14 (Est.) $170.75
2025 Q3 ADDED 20,394 +719 +3.7% 0.74% $2.9M 2025-11-12 $126.93
2025 Q2 ADDED 19,675 +105 +0.5% 0.81% $2.9M 2025-08-05 $134.07
2025 Q1 ADDED 19,570 +36 +0.2% 0.86% $2.8M 2025-05-08 $130.81
2024 Q4 ADDED 19,534 +615 +3.3% 0.96% $3.0M 2025-02-04 $137.32
2024 Q3 ADDED 18,919 +281 +1.5% 0.99% $3.1M 2024-11-06 $153.57
2024 Q2 ADDED 18,638 +529 +2.9% 0.91% $2.6M 2024-07-30 $148.71
2024 Q1 ADDED 18,109 +1,203 +7.1% 1.00% $2.8M 2024-05-07 $136.11
2023 Q4 ADDED 16,906 +245 +1.5% 1.14% $2.8M 2024-02-08 $142.44
2023 Q3 ADDED 16,661 +702 +4.4% 1.29% $2.8M 2023-11-08 $139.27
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DHIL

As of 2025 Q4 — sorted by position size

Yakira Capital Management, Inc. 3Y 7Y 0.54% GABELLI & Co INVESTMENT ADVISERS, INC. 3Y 7Y 0.51% JBF Capital, Inc. 3Y 7Y 0.38% Dean Capital Management 3Y 7Y 0.32% ROYCE & ASSOCIATES LP 3Y 7Y 0.22% Abundance Wealth Counselors 3Y 7Y 0.19% Martin Capital Advisors, LLP 3Y 0.19% Trinity Financial Advisors LLC 3Y 0.17% DEAN INVESTMENT ASSOCIATES, LLC 3Y 7Y 0.16% GLOBEFLEX CAPITAL L P 3Y 7Y 0.14%

FAQ About BCGM Wealth Management, LLC and DHIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has BCGM Wealth Management, LLC reported owning DHIL?

BCGM Wealth Management, LLC reported DHIL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported DHIL position in BCGM Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DHIL was 1.46% in 2025 Q4.

What is the latest reported DHIL position on this page?

The most recent filing on this page is 2025 Q4, when BCGM Wealth Management, LLC reported 33,779 shares, equal to 1.46% of portfolio, with an estimated market value of $5.7M.

What does the chart on this DHIL ownership page compare?

The chart compares BCGM Wealth Management, LLC's quarterly DHIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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