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Hill Investment Group Partners, LLC Top Holdings and 13F Report (2025)

About Hill Investment Group Partners, LLC

Investment Activity

  • Hill Investment Group Partners, LLC has $728.16 million in total holdings as of December 31, 2024.
  • Hill Investment Group Partners, LLC owns shares of 50 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 36.71% of the portfolio was purchased this quarter.
  • About 38.29% of the portfolio was sold this quarter.
  • This quarter, Hill Investment Group Partners, LLC has purchased 80 new stocks and bought additional shares in 2 stocks.
  • Hill Investment Group Partners, LLC sold shares of 42 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

RBB FUND TRUST
$266,195,569
DIMENSIONAL ETF TRUST
$47,552,095

Largest New Holdings this Quarter

75526L852 - RBB FUND TRUST
$266,195,569 Holding
084670108 - Berkshire Hathaway
$798,442 Holding

Largest Purchases this Quarter

RBB FUND TRUST
5,626,445 shares (about $266.20M)
Berkshire Hathaway
1 shares (about $798.44K)
Avantis Real Estate ETF
5,570 shares (about $239.57K)
Avantis Responsible U.S. Equity ETF
1,200 shares (about $74.83K)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF
3,927,075 shares (about $129.55M)
Avantis U.S. Small Cap Value ETF
388,168 shares (about $33.84M)
Dimensional U.S. Targeted Value ETF
495,786 shares (about $25.53M)
EA Bridgeway Omni Small-Cap Value ETF
1,143,029 shares (about $22.22M)
Alpha Architect 1-3 Month Box ETF
40,896 shares (about $4.56M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHill Investment Group Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
RBB FUND TRUST
$266,195,569$266,195,569 New Holding5,626,44536.6%LONGVIEW ADVANTG
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$60,949,584$140,822 -0.2%2,194,8008.4%ETF
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$51,147,440$1,370,630 -2.6%1,235,7447.0%ETF
DIMENSIONAL ETF TRUST
$47,552,095$112,181 -0.2%910,0886.5%GLOBAL EX US COR
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$42,579,236$732,571 -1.7%1,609,1935.8%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$39,926,199$1,262,642 -3.1%572,5015.5%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$33,994,123$129,554,229 -79.2%1,030,4374.7%ETF
Dimensional Inflation-Protected Securities ETF stock logo
DFIP
Dimensional Inflation-Protected Securities ETF
$33,254,383$349,479 -1.0%789,6844.6%ETF
AVRE
Avantis Real Estate ETF
$33,090,356$239,566 0.7%769,3644.5%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$25,631,667$33,836,639 -56.9%294,0423.5%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$25,374,422$564,974 -2.2%644,6753.5%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$10,037,518$199,443 -1.9%344,6951.4%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$8,789,258$640,765 -6.8%132,6281.2%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$8,175,719$270,223 -3.2%135,8771.1%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$7,127,110$4,559,495 -39.0%63,9261.0%ETF
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$4,727,944$22,220,483 -82.5%243,2070.6%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$4,075,866$60,945 -1.5%96,9060.6%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$3,930,806$25,528,073 -86.7%76,3410.5%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$2,763,570$4,046,281 -59.4%98,1730.4%ETF
Black Stone Minerals, L.P. stock logo
BSM
Black Stone Minerals
$2,710,2260.0%177,4870.4%Energy
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$1,569,0350.0%59,7500.2%ETF
Apple Inc. stock logo
AAPL
Apple
$1,416,523$1,489,604 -51.3%6,3770.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,222,010$289,129 -19.1%2,2950.2%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,070,794$896,519 -45.6%9,8800.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$870,905$1,455,012 -62.6%2,3200.1%Computer and Technology
AVSU
Avantis Responsible U.S. Equity ETF
$859,071$74,832 9.5%13,7760.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$798,442$798,442 New Holding10.1%Finance
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$653,205$17,712 -2.6%24,9310.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$632,992$6,904 -1.1%8,6180.1%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$563,966$533,877 -48.6%4,7420.1%Energy
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$546,688$232,494 -29.8%3,1650.1%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$497,630$33,065 -6.2%8,4430.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$491,077$151,694 -23.6%5,4710.1%Medical
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$472,813$88,662 -15.8%6,2500.1%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$472,5190.0%12,0020.1%ETF
Avantis Core Municipal Fixed Income ETF stock logo
AVMU
Avantis Core Municipal Fixed Income ETF
$382,572$12,737 -3.2%8,4100.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$339,280$281,909 -45.4%2,1940.0%Computer and Technology
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$315,016$1,465,794 -82.3%3,4100.0%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$295,379$1,320 -0.4%11,4090.0%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$282,461$349,360 -55.3%3420.0%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$279,951$143,759 -33.9%2960.0%Retail/Wholesale
Truist Financial Co. stock logo
TFC
Truist Financial
$273,154$45,100 -14.2%6,6380.0%Finance
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$255,077$3,744,595 -93.6%4,2690.0%ETF
NATIONAL CINEMEDIA INC
$240,3800.0%41,1610.0%COM NEW
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
$234,615$8,151 -3.4%6,9660.0%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$231,186$36,075 -13.5%4550.0%Business Services
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$223,759$8,957 -3.8%5,8210.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$223,302$337,503 -60.2%1,0070.0%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$211,320$3,893 -1.8%2,3340.0%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$206,243$13,304 -6.1%6,6040.0%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$0$13,770,770 -100.0%00.0%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$0$8,741,171 -100.0%00.0%ETF
Magnolia Oil & Gas Co. stock logo
MGY
Magnolia Oil & Gas
$0$6,258,475 -100.0%00.0%Energy
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$0$2,129,243 -100.0%00.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$0$777,567 -100.0%00.0%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$0$681,028 -100.0%00.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$633,598 -100.0%00.0%Retail/Wholesale
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$0$569,580 -100.0%00.0%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$0$510,003 -100.0%00.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$497,435 -100.0%00.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$0$488,050 -100.0%00.0%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$0$464,076 -100.0%00.0%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$0$445,353 -100.0%00.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$435,034 -100.0%00.0%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$427,838 -100.0%00.0%Finance
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$0$403,867 -100.0%00.0%ETF
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$0$363,715 -100.0%00.0%Finance
BNY Mellon US Large Cap Core Equity ETF stock logo
BKLC
BNY Mellon US Large Cap Core Equity ETF
$0$349,067 -100.0%00.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$0$345,905 -100.0%00.0%Computer and Technology
GoDaddy Inc. stock logo
GDDY
GoDaddy
$0$317,174 -100.0%00.0%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$0$284,822 -100.0%00.0%Transportation
The Home Depot, Inc. stock logo
HD
Home Depot
$0$284,741 -100.0%00.0%Retail/Wholesale
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$0$279,963 -100.0%00.0%Energy
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$0$279,957 -100.0%00.0%ETF
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$0$272,465 -100.0%00.0%Aerospace
Mastercard Incorporated stock logo
MA
Mastercard
$0$269,604 -100.0%00.0%Business Services
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$0$268,808 -100.0%00.0%ETF
Oracle Co. stock logo
ORCL
Oracle
$0$261,791 -100.0%00.0%Computer and Technology
Manulife Financial Co. stock logo
MFC
Manulife Financial
$0$260,329 -100.0%00.0%Finance
Walmart Inc. stock logo
WMT
Walmart
$0$236,085 -100.0%00.0%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$0$233,872 -100.0%00.0%Consumer Staples
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$0$208,147 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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