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Hill Investment Group Partners

Latest statistics and disclosures from Hill Investment Group Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, AVUV, DFIC, AVIG, DFGX, and represent 51.46% of Hill Investment Group Partners's stock portfolio.
Added to shares of these 10 stocks: BOXX (+$10M), DFGX (+$10M), DFAC, NVDA, DFIC, AVUV, DFEM, AVRE, AVDV, DFAX.
Started 3 new stock positions in WMB, ORCL, DFAX.
Reduced shares in these 10 stocks: AVIG (-$8.3M), AVEM, DISV, AVDE, BIV, DFSV, AVUS, VGIT, DFIP, BSVO.
Sold out of its position in BIV.
Hill Investment Group Partners was a net buyer of stock by $18M.
Hill Investment Group Partners has $743M in assets under management (AUM), dropping by 4.87%.
Central Index Key (CIK): 0001979028

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Positions held by Hill Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hill Investment Group Partners

Hill Investment Group Partners holds 71 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	22.5	$167M		5.0M	33.24	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	8.6	$64M		653k	97.71	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	7.4	$55M	+3%	2.1M	26.95	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	7.2	$54M	-13%	1.3M	41.14	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	5.7	$42M	+31%	802k	52.77	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.7	$42M	+2%	1.6M	26.63	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.0	$37M	+2%	555k	67.08	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.8	$36M		636k	55.85	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	4.5	$33M		811k	41.03	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	4.3	$32M	+3%	732k	43.63	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	4.3	$32M		1.4M	22.59	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.5	$26M		709k	36.98	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.2	$17M	+2%	409k	40.50	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.7	$13M	+426%	116k	108.19	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.3	$9.9M	-8%	355k	28.00	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$9.7M	-11%	160k	60.76	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.3	$9.5M		158k	60.14	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.3	$9.5M	-7%	148k	63.90	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.1	$7.9M	-6%	255k	31.07	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$5.8M	+3%	89k	64.61	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$4.1M		98k	41.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$3.4M		13k	273.69	View chart
Black Stone Minerals Com Unit (BSM)	0.4	$2.7M		178k	15.48	View chart
NVIDIA Corporation (NVDA)	0.3	$2.2M	+964%	18k	122.59	View chart
Apple (AAPL)	0.3	$2.1M	+4%	9.5k	225.01	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$1.9M	-20%	21k	92.57	View chart
Microsoft Corporation (MSFT)	0.3	$1.9M		4.2k	444.85	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$1.6M		62k	26.50	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.4M	-17%	13k	113.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.3M		18k	72.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.2M	+2%	2.7k	434.01	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.1M	-5%	20k	54.74	View chart
Merck & Co (MRK)	0.1	$900k		7.2k	124.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$856k	-12%	5.2k	165.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$845k		17k	50.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$716k	+5%	3.9k	181.79	View chart
Eli Lilly & Co. (LLY)	0.1	$702k	-11%	799.00	878.29	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$620k	-11%	5.2k	119.77	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$609k	NEW	24k	25.80	View chart
Amazon (AMZN)	0.1	$580k	+14%	3.1k	186.41	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.1	$580k	-38%	9.1k	63.51	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$558k		1.0k	558.29	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$479k		18k	26.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$471k		845.00	556.78	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$457k	-50%	7.8k	58.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$437k	+9%	2.4k	183.60	View chart
Costco Wholesale Corporation (COST)	0.1	$414k	-2%	486.00	852.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$402k		725.00	553.78	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.1	$390k		8.4k	46.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$364k		7.2k	50.55	View chart
Godaddy Cl A (GDDY)	0.0	$351k		2.4k	147.67	View chart
Meta Platforms Cl A (META)	0.0	$346k	+15%	708.00	488.69	View chart
Truist Financial Corp equities (TFC)	0.0	$338k		7.6k	44.15	View chart
PNC Financial Services (PNC)	0.0	$334k		1.9k	178.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$321k		1.6k	194.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$299k		1.3k	230.88	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$293k	-13%	11k	25.86	View chart
TransDigm Group Incorporated (TDG)	0.0	$278k		216.00	1287.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$264k		869.00	303.41	View chart
Home Depot (HD)	0.0	$261k	-3%	727.00	359.62	View chart
S&p Global (SPGI)	0.0	$251k		507.00	495.56	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$241k	+3%	7.2k	33.59	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$235k	-14%	6.1k	38.39	View chart
Oracle Corporation (ORCL)	0.0	$230k	NEW	1.6k	143.11	View chart
Bank of America Corporation (BAC)	0.0	$229k	-3%	5.4k	42.41	View chart
Williams Companies (WMB)	0.0	$225k	NEW	5.1k	44.08	View chart
Procter & Gamble Company (PG)	0.0	$220k	+6%	1.3k	166.62	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$210k	-16%	6.9k	30.39	View chart
Mastercard Incorporated Cl A (MA)	0.0	$208k	+3%	470.00	441.72	View chart
Lpl Financial Holdings (LPLA)	0.0	$207k		940.00	220.57	View chart
National Cinemedia Com New (NCMI)	0.0	$198k	+100%	34k	5.75	View chart

Past Filings by Hill Investment Group Partners

SEC 13F filings are viewable for Hill Investment Group Partners going back to 2023

Hill Investment Group Partners 2024 Q2 filed Aug. 5, 2024
Hill Investment Group Partners 2024 Q1 filed May 14, 2024
Hill Investment Group Partners 2023 Q4 filed Jan. 18, 2024
Hill Investment Group Partners 2023 Q3 filed Nov. 13, 2023
Hill Investment Group Partners 2021 Q2 filed Aug. 11, 2023
Hill Investment Group Partners 2021 Q3 filed Aug. 11, 2023
Hill Investment Group Partners 2021 Q4 filed Aug. 11, 2023
Hill Investment Group Partners 2022 Q1 filed Aug. 11, 2023
Hill Investment Group Partners 2022 Q2 filed Aug. 11, 2023
Hill Investment Group Partners 2022 Q3 filed Aug. 11, 2023
Hill Investment Group Partners 2022 Q4 filed Aug. 11, 2023
Hill Investment Group Partners 2023 Q1 filed Aug. 11, 2023
Hill Investment Group Partners 2023 Q2 filed Aug. 11, 2023

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