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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 $767.90 million in total holdings as of June 30, 2025.
  • Hill Investment Group Partners, LLC owns shares of 51 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 3.70% of the portfolio was purchased this quarter.
  • About 5.16% of the portfolio was sold this quarter.
  • This quarter, Hill Investment Group Partners, LLC has purchased 50 new stocks and bought additional shares in 27 stocks.
  • Hill Investment Group Partners, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.

Largest Holdings

RBB FUND TRUST
$306,476,184
DIMENSIONAL ETF TRUST
$48,693,505

Largest New Holdings this Quarter

922908363 - Vanguard S&P 500 ETF
$1,232,859 Holding
023135106 - Amazon.com
$238,696 Holding

Largest Purchases this Quarter

RBB FUND TRUST
397,065 shares (about $20.20M)
Avantis Emerging Markets Equity ETF
33,575 shares (about $2.30M)
Vanguard S&P 500 ETF
2,170 shares (about $1.23M)
Dimensional US Small Cap Value ETF
36,052 shares (about $1.06M)
Dimensional Global Real Estate ETF
29,913 shares (about $802.57K)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF
351,670 shares (about $12.60M)
Dimensional International Core Equity 2 ETF
147,310 shares (about $4.58M)
Alpha Architect 1-3 Month Box ETF
39,420 shares (about $4.44M)
Avantis International Small Cap Value ETF
53,989 shares (about $4.28M)

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
$306,476,184$20,202,667 7.1%6,023,51039.9%LONGVIEW ADVANTG
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$63,656,465$4,579,868 -6.7%2,047,4908.3%ETF
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$50,386,842$1,044,829 -2.0%1,210,6406.6%ETF
DIMENSIONAL ETF TRUST
$48,693,505$131,212 0.3%912,5476.3%GLOBAL EX US COR
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$43,208,383$4,552,467 -9.5%1,455,8085.6%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$41,107,643$4,280,249 -9.4%518,5125.4%ETF
Dimensional Inflation-Protected Securities ETF stock logo
DFIP
Dimensional Inflation-Protected Securities ETF
$33,368,770$352,082 1.1%798,1054.3%ETF
AVRE
Avantis Real Estate ETF
$32,545,294$1,429,812 -4.2%736,9864.2%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$26,177,026$1,434,420 -5.2%611,1843.4%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$24,327,008$12,603,852 -34.1%678,7673.2%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$22,772,702$4,014,500 -15.0%249,9753.0%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$12,054,637$710,724 6.3%366,2911.6%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$11,614,240$2,301,230 24.7%169,4521.5%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$10,349,780$533,982 5.4%139,8431.3%ETF
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$4,514,639$441,920 -8.9%221,5230.6%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$3,970,369$124,878 -3.0%93,9510.5%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$3,950,242$1,061,010 36.7%134,2250.5%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$3,874,498$244,871 -5.9%71,8030.5%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$2,761,336$4,441,845 -61.7%24,5060.4%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$2,405,658$802,566 50.1%89,6630.3%ETF
Black Stone Minerals, L.P. stock logo
BSM
Black Stone Minerals
$2,321,5300.0%177,4870.3%Energy
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,666,795$105,853 6.8%10,5500.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,395,772$87,402 6.7%6,8030.2%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,232,859$1,232,859 New Holding2,1700.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,209,701$55,710 4.8%2,4320.2%Computer and Technology
AVSU
Avantis Responsible U.S. Equity ETF
$1,158,242$213,209 22.6%16,8840.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,129,663$15,056 1.4%2,3260.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%10.1%Finance
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$721,547$10,691 -1.5%24,5670.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$719,881$85,337 13.4%9,7770.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$597,169$37,820 6.8%3,3790.1%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$543,135$7,173 1.3%8,5560.1%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$512,9650.0%12,0020.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$453,547$68,203 -13.1%5,4330.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$437,280$4,195 1.0%5,5240.1%Medical
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$422,839$79,043 23.0%4,1940.1%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$421,498$89,690 -17.5%3,9100.1%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$413,083$26,434 6.8%2,3440.1%Computer and Technology
Avantis Core Municipal Fixed Income ETF stock logo
AVMU
Avantis Core Municipal Fixed Income ETF
$376,4180.0%8,4100.0%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$352,322$22,031 6.7%12,1700.0%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$304,902$11,879 4.1%3080.0%Retail/Wholesale
Truist Financial Corporation stock logo
TFC
Truist Financial
$287,646$2,278 0.8%6,6910.0%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$279,072$12,472 4.7%3580.0%Medical
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$271,9820.0%4,2690.0%ETF
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
$265,1260.0%6,9660.0%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$262,547$15,970 6.5%6,1980.0%ETF
NATIONAL CINEMEDIA INC
$260,356$60,931 30.6%53,7370.0%COM NEW
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$245,032$16,732 7.3%7,0880.0%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$242,553$2,636 1.1%4600.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$238,696$238,696 New Holding1,0880.0%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$216,600$22,039 -9.2%9140.0%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$0$211,320 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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