Hill Investment Group Partners, LLC Top Holdings and 13F Report (2025) About Hill Investment Group Partners, LLCInvestment ActivityHill Investment Group Partners, LLC has $746.21 million in total holdings as of December 31, 2024.Hill Investment Group Partners, LLC owns shares of 80 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.25% of the portfolio was purchased this quarter.About 3.73% of the portfolio was sold this quarter.This quarter, Hill Investment Group Partners, LLC has purchased 70 new stocks and bought additional shares in 31 stocks.Hill Investment Group Partners, LLC sold shares of 27 stocks and completely divested from 7 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $171,480,330Avantis U.S. Small Cap Value ETF $65,853,691Dimensional International Core Equity 2 ETF $56,855,673Avantis Core Fixed Income ETF $51,477,616DIMENSIONAL ETF TRUST $47,728,125 Largest New Holdings this Quarter Magnolia Oil & Gas $6,258,475 HoldingiShares Russell Mid-Cap Growth ETF $681,028 HoldingiShares Core MSCI EAFE ETF $521,618 HoldingJPMorgan Chase & Co. $488,050 HoldingVanguard Mid-Cap ETF $464,076 Holding Largest Purchases this Quarter Magnolia Oil & Gas 267,685 shares (about $6.26M)DIMENSIONAL ETF TRUST 114,635 shares (about $6.00M)Dimensional International Core Equity 2 ETF 144,701 shares (about $3.74M)Avantis International Small Cap Value ETF 35,810 shares (about $2.33M)Dimensional Emerging Markets Core Equity 2 ETF 58,886 shares (about $1.54M) Largest Sales this Quarter Dimensional U.S. Targeted Value ETF 66,153 shares (about $3.68M)Dimensional US Marketwide Value ETF 72,808 shares (about $2.98M)Dimensional U.S. Core Equity 2 ETF 85,467 shares (about $2.96M)Alpha Architect 1-3 Month Box ETF 20,073 shares (about $2.21M)Dimensional International Value ETF 50,211 shares (about $1.78M) 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$171,480,330$2,956,303 ▼-1.7%4,957,51223.0%ETFAVUVAvantis U.S. Small Cap Value ETF$65,853,691$1,190,793 ▲1.8%682,2108.8%ETFDFICDimensional International Core Equity 2 ETF$56,855,673$3,739,798 ▲7.0%2,199,8717.6%ETFAVIGAvantis Core Fixed Income ETF$51,477,616$1,249,516 ▼-2.4%1,268,8596.9%ETFDIMENSIONAL ETF TRUST$47,728,125$5,997,702 ▲14.4%912,2356.4%GLOBAL EX US CORDFEMDimensional Emerging Markets Core Equity 2 ETF$42,869,853$1,542,224 ▲3.7%1,636,8795.7%ETFAVDVAvantis International Small Cap Value ETF$38,436,651$2,330,516 ▲6.5%590,6065.2%ETFDFIPDimensional Inflation-Protected Securities ETF$32,310,970$194,315 ▼-0.6%797,9834.3%ETFAVREAvantis Real Estate ETF$32,018,262$1,374,138 ▲4.5%763,7944.3%ETFDFATDimensional U.S. Targeted Value ETF$31,844,562$3,682,073 ▼-10.4%572,1274.3%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$30,012,009$529,278 ▼-1.7%1,386,2364.0%ETFDFIVDimensional International Value ETF$23,382,362$1,781,487 ▼-7.1%659,0293.1%ETFDFUVDimensional US Marketwide Value ETF$13,770,770$2,979,304 ▼-17.8%336,5291.8%ETFBOXXAlpha Architect 1-3 Month Box ETF$11,559,770$2,213,650 ▼-16.1%104,8221.5%ETFDISVDimensional International Small Cap Value ETF$9,340,524$463,886 ▼-4.7%351,5441.3%ETFDFUSDimensional U.S. Equity ETF$8,741,171$1,362,469 ▼-13.5%137,1161.2%ETFAVDEAvantis International Equity ETF$8,732,767$375,278 ▼-4.1%142,2971.2%ETFAVEMAvantis Emerging Markets Equity ETF$8,252,235$1,615,608 ▼-16.4%140,3681.1%ETFDFSVDimensional US Small Cap Value ETF$7,446,082$454,005 ▼-5.7%241,9131.0%ETFMGYMagnolia Oil & Gas$6,258,475$6,258,475 ▲New Holding267,6850.8%Oils/EnergyDFASDimensional U.S. Small Cap ETF$4,356,415$1,449,861 ▼-25.0%66,9390.6%ETFDFCFDimensional Core Fixed Income ETF$4,059,1110.0%98,3550.5%ETFAAPLApple$3,276,245$1,005,687 ▲44.3%13,0830.4%Computer and TechnologyMSFTMicrosoft$2,611,614$920,556 ▲54.4%6,1960.3%Computer and TechnologyBSMBlack Stone Minerals$2,591,3100.0%177,4870.3%Oils/EnergyNVDANVIDIA$2,437,632$88,497 ▲3.8%18,1520.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,129,243$1,518,611 ▼-41.6%7,3470.3%ETFAVUSAvantis U.S. Equity ETF$1,868,520$113,699 ▼-5.7%19,2770.3%ETFDFGRDimensional Global Real Estate ETF$1,526,015$6,640 ▼-0.4%59,7500.2%ETFBRK.BBerkshire Hathaway$1,286,186$106,049 ▲9.0%2,8380.2%FinanceXOMExxon Mobil$992,979$387,360 ▼-28.1%9,2310.1%Oils/EnergyAVSUAvantis Responsible U.S. Equity ETF$831,547$227,260 ▲37.6%12,5760.1%ETFGOOGAlphabet$777,567$350,029 ▲81.9%4,0830.1%Computer and TechnologyVTVVanguard Value ETF$763,679$111,225 ▼-12.7%4,5110.1%ETFGOOGLAlphabet$760,418$44,675 ▲6.2%4,0170.1%Computer and TechnologyMRKMerck & Co., Inc.$712,376$2,288 ▼-0.3%7,1610.1%MedicalIWPiShares Russell Mid-Cap Growth ETF$681,028$681,028 ▲New Holding5,3730.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$636,602$49,572 ▲8.4%25,6070.1%ETFAMZNAmazon.com$633,598$1,536 ▲0.2%2,8880.1%Retail/WholesaleBNDVanguard Total Bond Market ETF$626,480$632,233 ▼-50.2%8,7120.1%ETFVBVanguard Small-Cap ETF$607,668$296,986 ▲95.6%2,5290.1%ETFLLYEli Lilly and Company$590,580$10,036 ▼-1.7%7650.1%MedicalMDYSPDR S&P MidCap 400 ETF Trust$569,5800.0%1,0000.1%ETFIEFAiShares Core MSCI EAFE ETF$521,618$521,618 ▲New Holding7,4220.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$510,003$47,387 ▲10.2%8,7930.1%ETFIVViShares Core S&P 500 ETF$497,4350.0%8450.1%ETFJPMJPMorgan Chase & Co.$488,050$488,050 ▲New Holding2,0360.1%FinanceEFViShares MSCI EAFE Value ETF$472,440$551,093 ▼-53.8%9,0040.1%ETFVOVanguard Mid-Cap ETF$464,076$464,076 ▲New Holding1,7570.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$460,517$460,517 ▲New Holding12,0020.1%ETFVOEVanguard Mid-Cap Value ETF$445,353$445,353 ▲New Holding2,7530.1%ETFMETAMeta Platforms$435,034$55,038 ▲14.5%7430.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$427,838$2,930 ▲0.7%7300.1%FinanceCOSTCostco Wholesale$410,489$22,907 ▼-5.3%4480.1%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$403,867$403,867 ▲New Holding3,1400.1%ETFAVMUAvantis Core Municipal Fixed Income ETF$400,913$12,918 ▲3.3%8,6900.1%ETFPNCThe PNC Financial Services Group$363,715$6,750 ▲1.9%1,8860.0%FinanceBKLCBNY Mellon US Large Cap Core Equity ETF$349,067$349,067 ▲New Holding3,1150.0%ETFAVGOBroadcom$345,905$345,905 ▲New Holding1,4920.0%Computer and TechnologyTFCTruist Financial$335,501$6,030 ▲1.8%7,7340.0%FinanceGDDYGoDaddy$317,174$149,409 ▼-32.0%1,6070.0%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$290,740$3,425 ▲1.2%11,4600.0%ETFUNPUnion Pacific$284,822$284,822 ▲New Holding1,2490.0%TransportationHDHome Depot$284,741$14,393 ▲5.3%7320.0%Retail/WholesaleWMBWilliams Companies$279,963$7,469 ▲2.7%5,1730.0%Oils/EnergyIWBiShares Russell 1000 ETF$279,9570.0%8690.0%ETFNATIONAL CINEMEDIA INC$273,309$44,946 ▲19.7%41,1610.0%COM NEWTDGTransDigm Group$272,465$1,267 ▼-0.5%2150.0%AerospaceMAMastercard$269,604$269,604 ▲New Holding5120.0%Business ServicesIJRiShares Core S&P Small-Cap ETF$268,808$268,808 ▲New Holding2,3330.0%ETFSPGIS&P Global$261,964$11,953 ▲4.8%5260.0%Business ServicesORCLOracle$261,791$2,000 ▲0.8%1,5710.0%Computer and TechnologyMFCManulife Financial$260,329$260,329 ▲New Holding8,4770.0%FinanceDFAUDimensional US Core Equity Market ETF$245,126$2,996 ▼-1.2%6,0540.0%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$238,810$10,171 ▲4.4%7,2080.0%ETFWMTWalmart$236,085$236,085 ▲New Holding2,6130.0%Retail/WholesalePGProcter & Gamble$233,872$24,142 ▲11.5%1,3950.0%Consumer StaplesVNQVanguard Real Estate ETF$211,743$211,743 ▲New Holding2,3770.0%ETFCSCOCisco Systems$208,147$208,147 ▲New Holding3,5160.0%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$205,276$4,176 ▲2.1%7,0300.0%ETFVTEBVanguard Tax-Exempt Bond ETF$0$838,674 ▼-100.0%00.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$0$607,893 ▼-100.0%00.0%ETFSCHESchwab Emerging Markets Equity ETF$0$478,974 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$355,826 ▼-100.0%00.0%ETFVBRVanguard Small-Cap Value ETF$0$297,256 ▼-100.0%00.0%ETFLPLALPL Financial$0$262,717 ▼-100.0%00.0%FinanceBACBank of America$0$208,452 ▼-100.0%00.0%FinanceShowing 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.
