tiprankstipranks
Advertisement

DHLX - ETF AI Analysis

Compare

Top Page

DHLX

Diamond Hill Large Cap Concentrated ETF (DHLX)

Rating:71Outperform
Price Target:
DHLX, the Diamond Hill Large Cap Concentrated ETF, has a solid overall rating driven mainly by high-quality leaders like Texas Instruments, ConocoPhillips, and Amazon, which show strong financial performance, supportive earnings calls, and generally reasonable or attractive valuations that support long-term growth potential. However, some holdings such as Colgate-Palmolive and SBA Communications face headwinds from high leverage, operational challenges, or weaker technical trends, and the fund’s concentrated approach in a relatively small number of large positions means investors are more exposed to issues in any single stock.
Positive Factors
Recent Short-Term Momentum
The ETF has shown strong gains over the past month and steady progress over the last three months, indicating improving recent performance.
Strong Performers Among Top Holdings
Several major positions, such as Conocophillips, Texas Instruments, and Union Pacific, have delivered strong year-to-date results that help support the fund’s overall returns.
Broad Sector Diversification
Holdings are spread across many sectors, including financials, industrials, health care, technology, and consumer stocks, which helps reduce the impact of weakness in any single industry.
Negative Factors
High Stock Concentration
The top 10 holdings make up a large portion of the portfolio, so performance is heavily influenced by a relatively small group of companies.
Several Lagging Core Holdings
Some key positions such as American International Group, Berkshire Hathaway, Aon, and Abbott Laboratories have shown weak year-to-date performance, which can drag on the fund’s results.
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, meaning more of the return is eaten up by fees compared with many low-cost index funds.

DHLX vs. SPDR S&P 500 ETF (SPY)

DHLX Summary

Diamond Hill Large Cap Concentrated ETF (DHLX) is an actively managed fund that focuses on a small group of large, established U.S. companies, mainly in financials, industrials, health care, and technology. It does not track a set index, but instead picks individual stocks the managers believe are undervalued. Well-known holdings include Berkshire Hathaway and Abbott Laboratories. Someone might invest in DHLX to seek long-term growth from high-quality large companies while still staying diversified across several sectors. A key risk is that the fund is concentrated, so its value can move up or down more than a broader market fund.
How much will it cost me?The Diamond Hill Large Cap Concentrated ETF (DHLX) has an expense ratio of 0.55%, which means you’ll pay $5.50 per year for every $1,000 invested. This is higher than average because it is actively managed, meaning experts carefully select and manage the investments rather than simply tracking a market index.
What would affect this ETF?The Diamond Hill Large Cap Concentrated ETF (DHLX), with its focus on U.S. large-cap companies, could benefit from economic growth and stability in North America, particularly if sectors like financials and healthcare continue to perform well. However, rising interest rates or regulatory changes in key industries such as financials and technology could negatively impact its holdings. Additionally, shifts in consumer behavior or economic downturns may affect sectors like consumer defensive and cyclical stocks.

DHLX Top 10 Holdings

DHLX is a tightly focused U.S. large-cap fund with a clear tilt toward financials and quality blue chips, and a few names are really steering the ship. Texas Instruments and Amazon are doing the heavy lifting, with both stocks rising and giving the portfolio a tech-powered boost. SBA Communications has also been climbing, adding some real estate flavor to the upside. On the flip side, Abbott Laboratories has been lagging and acting like a brake on returns, while Berkshire Hathaway and AIG have been more mixed, keeping overall performance steady rather than spectacular.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
American International Group7.10%$6.51M$41.37B-4.14%
60
Neutral
Berkshire Hathaway B6.59%$6.05M$1.04T-4.68%
66
Neutral
Colgate-Palmolive5.96%$5.47M$72.30B-0.51%
63
Neutral
Texas Instruments5.77%$5.30M$277.47B65.58%
78
Outperform
Waste Management5.67%$5.20M$88.18B-6.67%
76
Outperform
Conocophillips5.59%$5.13M$149.07B39.96%
78
Outperform
Aon5.46%$5.01M$68.59B-8.76%
66
Neutral
Abbott Laboratories5.45%$5.00M$153.94B-33.25%
73
Outperform
SBA Communications4.99%$4.58M$22.03B-8.85%
67
Neutral
Walt Disney4.79%$4.39M$180.74B-6.79%
75
Outperform

DHLX Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
13.13
Positive
100DMA
13.25
Negative
200DMA
Market Momentum
MACD
-0.03
Positive
RSI
49.57
Neutral
STOCH
78.61
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DHLX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 13.25, equal to the 50-day MA of 13.13, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.03 indicates Positive momentum. The RSI at 49.57 is Neutral, neither overbought nor oversold. The STOCH value of 78.61 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DHLX.

DHLX Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$90.89M0.55%
71
Outperform
$93.91M0.32%
73
Outperform
$90.19M0.75%
75
Outperform
$82.85M0.50%
71
Outperform
$71.23M0.49%
73
Outperform
$70.81M0.36%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DHLX
Diamond Hill Large Cap Concentrated ETF
13.20
0.16
1.23%
FLCV
Federated Hermes MDT Large Cap Value ETF
MAVF
Matrix Advisors Value ETF
ITAN
Sparkline Intangible Value ETF
DVAL
BrandywineGLOBAL - Dynamic US Large Cap Value ETF
PRXV
Praxis Impact Large Cap Value ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents
Advertisement