Hill Investment Group Partners, LLC Top Holdings and 13F Report (2024) About Hill Investment Group Partners, LLCInvestment ActivityHill Investment Group Partners, LLC has $718.93 million in total holdings as of September 30, 2024.Hill Investment Group Partners, LLC owns shares of 70 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 0.56% of the portfolio was purchased this quarter.About 0.21% of the portfolio was sold this quarter.This quarter, Hill Investment Group Partners, LLC has purchased 71 new stocks and bought additional shares in 17 stocks.Hill Investment Group Partners, LLC sold shares of 34 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $162,383,910Avantis U.S. Small Cap Value ETF $59,759,495Dimensional International Core Equity 2 ETF $54,030,416Avantis Core Fixed Income ETF $52,519,191Dimensional Emerging Markets Core Equity 2 ETF $42,274,440 Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 16,916 shares (about $1.51M)Alpha Architect 1-3 Month Box ETF 9,016 shares (about $972.20K)Avantis Emerging Markets Equity ETF 7,427 shares (about $454.01K)Dimensional U.S. Core Equity 2 ETF 12,546 shares (about $403.98K)Dimensional International Small Cap Value ETF 13,716 shares (about $369.92K) Largest Sales this Quarter Dimensional Inflation-Protected Securities ETF 8,327 shares (about $338.78K)DIMENSIONAL ETF TRUST 4,274 shares (about $223.83K)Avantis Core Fixed Income ETF 3,257 shares (about $131.62K)Apple 469 shares (about $101.66K)NVIDIA 809 shares (about $100.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHill Investment Group Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$162,383,910$403,981 ▲0.2%5,042,97922.6%ETFAVUVAvantis U.S. Small Cap Value ETF$59,759,495$1,509,077 ▲2.6%669,8748.3%ETFDFICDimensional International Core Equity 2 ETF$54,030,416$86,862 ▲0.2%2,055,1707.5%ETFAVIGAvantis Core Fixed Income ETF$52,519,191$131,615 ▼-0.2%1,299,6587.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$42,274,440$41,069 ▲0.1%1,577,9935.9%ETFDIMENSIONAL ETF TRUST$41,770,312$223,829 ▼-0.5%797,6005.8%GLOBAL EX US CORAVDVAvantis International Small Cap Value ETF$36,072,853$18,336 ▲0.1%554,7965.0%ETFDFATDimensional U.S. Targeted Value ETF$32,820,364$95,436 ▲0.3%638,2804.6%ETFDFIPDimensional Inflation-Protected Securities ETF$32,661,186$338,784 ▼-1.0%802,7824.5%ETFAVREAvantis Real Estate ETF$29,935,019$34,439 ▼-0.1%731,0144.2%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$28,566,3310.0%1,410,6834.0%ETFDFIVDimensional International Value ETF$25,603,558$12,202 ▲0.0%709,2403.6%ETFDFUVDimensional US Marketwide Value ETF$16,005,080$4,848 ▲0.0%409,3372.2%ETFBOXXAlpha Architect 1-3 Month Box ETF$13,467,428$972,195 ▲7.8%124,8951.9%ETFAVEMAvantis Emerging Markets Equity ETF$10,260,609$454,012 ▲4.6%167,8491.4%ETFDISVDimensional International Small Cap Value ETF$9,952,011$369,921 ▲3.9%369,0031.4%ETFDFUSDimensional U.S. Equity ETF$9,346,054$4,836 ▲0.1%158,4881.3%ETFAVDEAvantis International Equity ETF$9,266,8450.0%148,4121.3%ETFDFSVDimensional US Small Cap Value ETF$7,312,329$47,977 ▲0.7%256,6631.0%ETFDFASDimensional U.S. Small Cap ETF$5,310,2080.0%89,2170.7%ETFDFCFDimensional Core Fixed Income ETF$4,065,9960.0%98,3550.6%ETFVTIVanguard Total Stock Market ETF$3,374,074$804 ▼0.0%12,5870.5%ETFBSMBlack Stone Minerals$2,804,2950.0%177,4870.4%Oils/EnergyNVDANVIDIA$2,174,380$100,559 ▼-4.4%17,4930.3%Computer and TechnologyAAPLApple$1,965,272$101,656 ▼-4.9%9,0670.3%Computer and TechnologyAVUSAvantis U.S. Equity ETF$1,844,7950.0%20,4500.3%ETFMSFTMicrosoft$1,832,401$96,370 ▼-5.0%4,0120.3%Computer and TechnologyDFGRDimensional Global Real Estate ETF$1,488,848$43,343 ▼-2.8%60,0100.2%ETFXOMExxon Mobil$1,475,167$9,427 ▲0.6%12,8320.2%Oils/EnergyBNDVanguard Total Bond Market ETF$1,250,661$4,787 ▼-0.4%17,5040.2%ETFBRK.BBerkshire Hathaway$1,055,115$19,044 ▼-1.8%2,6040.1%FinanceEFViShares MSCI EAFE Value ETF$1,039,918$1,333 ▼-0.1%19,5070.1%ETFMRKMerck & Co., Inc.$918,834$6,267 ▼-0.7%7,1840.1%MedicalVTEBVanguard Tax-Exempt Bond ETF$838,674$2,746 ▲0.3%16,7970.1%ETFVTVVanguard Value ETF$825,579$1,438 ▼-0.2%5,1680.1%ETFLLYEli Lilly and Company$711,380$19,202 ▼-2.6%7780.1%MedicalGOOGLAlphabet$691,885$29,278 ▼-4.1%3,7810.1%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$607,8930.0%5,1740.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$601,1990.0%23,6130.1%ETFAMZNAmazon.com$568,133$45,750 ▼-7.5%2,8810.1%Retail/WholesaleAVSUAvantis Responsible U.S. Equity ETF$564,494$927 ▲0.2%9,1390.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$529,6500.0%1,0000.1%ETFSCHESchwab Emerging Markets Equity ETF$478,9740.0%17,9930.1%ETFIVViShares Core S&P 500 ETF$463,4060.0%8450.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$461,022$10,809 ▲2.4%7,9760.1%ETFGOOGAlphabet$414,180$25,275 ▼-5.8%2,2450.1%Computer and TechnologyCOSTCostco Wholesale$400,002$10,994 ▼-2.7%4730.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$395,3720.0%7250.1%FinanceAVMUAvantis Core Municipal Fixed Income ETF$386,9610.0%8,4100.1%ETFVEAVanguard FTSE Developed Markets ETF$355,8260.0%7,1940.0%ETFGDDYGoDaddy$334,506$1,840 ▼-0.5%2,3640.0%Computer and TechnologyMETAMeta Platforms$327,537$29,776 ▼-8.3%6490.0%Computer and TechnologyTFCTruist Financial$298,104$2,080 ▼-0.7%7,5950.0%FinanceVBRVanguard Small-Cap Value ETF$297,256$361 ▼-0.1%1,6460.0%ETFDFAEDimensional Emerging Core Equity Market ETF$293,431$26 ▼0.0%11,3250.0%ETFPNCThe PNC Financial Services Group$289,015$2,498 ▼-0.9%1,8510.0%FinanceVBVanguard Small-Cap ETF$279,6890.0%1,2930.0%ETFTDGTransDigm Group$270,5880.0%2160.0%AerospaceLPLALPL Financial$262,717$2,540 ▼-1.0%9310.0%FinanceIWBiShares Russell 1000 ETF$259,0920.0%8690.0%ETFHDHome Depot$233,652$10,758 ▼-4.4%6950.0%Retail/WholesaleDFSEDimensional Emerging Markets Sustainability Core 1 ETF$231,805$8,901 ▼-3.7%6,9010.0%ETFDFAUDimensional US Core Equity Market ETF$229,9840.0%6,1280.0%ETFSPGIS&P Global$224,053$2,232 ▼-1.0%5020.0%Business ServicesORCLOracle$223,077$6,868 ▼-3.0%1,5590.0%Computer and TechnologyWMBWilliams Companies$213,434$2,967 ▼-1.4%5,0350.0%Oils/EnergyBACBank of America$208,452$7,682 ▼-3.6%5,2100.0%FinanceDFAIDimensional International Core Equity Market ETF$204,682$565 ▼-0.3%6,8870.0%ETFPGProcter & Gamble$203,563$10,902 ▼-5.1%1,2510.0%Consumer StaplesNATIONAL CINEMEDIA INC$145,1340.0%34,3920.0%COM NEWMAMastercard$0$207,608 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
