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 58.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 8.46 | 6M | Technology |
ConocoPhillips | 7.08 | 5M | Energy |
Berkshire Hathaway Inc Class B | 6.83 | 5M | Financial Services |
Amazon.com Inc | 6.43 | 4M | Consumer Cyclical |
Meta Platforms Inc Class A | 5.84 | 4M | Communication Services |
Thermo Fisher Scientific Inc | 5.71 | 4M | Healthcare |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 4.84 | 3M | Technology |
Labcorp Holdings Inc | 4.69 | 3M | Healthcare |
JPMorgan Chase & Co | 4.55 | 3M | Financial Services |
Union Pacific Corp | 4.48 | 3M | Industrials |