Diamond Hill Large Cap Concentrated ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Diamond Hill Large Cap Concentrated ETF DHLX
Morningstar’s Analysis DHLX
Will DHLX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 8.53 | 6M | Technology |
ConocoPhillips | 7.69 | 5M | Energy |
Berkshire Hathaway Inc Class B | 6.96 | 5M | Financial Services |
Amazon.com Inc | 6.38 | 4M | Consumer Cyclical |
Meta Platforms Inc Class A | 5.75 | 4M | Communication Services |
Thermo Fisher Scientific Inc | 5.71 | 4M | Healthcare |
Labcorp Holdings Inc | 4.74 | 3M | Healthcare |
Union Pacific Corp | 4.57 | 3M | Industrials |
Alphabet Inc Class A | 4.45 | 3M | Communication Services |
JPMorgan Chase & Co | 4.44 | 3M | Financial Services |