Diamond Hill Large Cap Concentrated ETF DHLX

Medalist Rating as of | See Diamond Hill Investment Hub

Morningstar’s Analysis DHLX

Will DHLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings DHLX

  • 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

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