Hill Investment Group Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Hill Investment Group Partners, LLC reported 69 stock positions worth $708.2 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 22.4% of the portfolio, followed by Avantis Core Fixed Income (AVIG, 8.8%) and Avantis US Small Cap Value (AVUV, 8.5%). Compared with Q4 2023, it opened 4 new positions, sold out of 3, added to 14 and reduced 33. The biggest buy was a new position in Dimsnl Intr CF in ETF-Usd (DFGX) and the biggest sale Avantis Core Fixed Income (AVIG, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- ST. LOUIS, MO
- CIK
- 0001979028
- Portfolio Value
- $708.2M (Q1 2024)
- SEC Filing
- 0001979028-24-000002 ↗ filed May 14, 2024
Holdings Value
Holdings 69 stocks · $708.2M
| DFAC Dimensional US Core Equity 2 | 22.36% | 4,955,843 | $158.3M | Reduce -0.2% |
| AVIG Avantis Core Fixed Income | 8.77% | 1,505,138 | $62.1M | Reduce -32.4% |
| AVUV Avantis US Small Cap Value | 8.49% | 641,321 | $60.1M | Add +0.9% |
| DFIC Dimensional International Co. | 7.47% | 1,976,522 | $52.9M | Add +0.4% |
| DFEM Dimensional Emrg MRKT Core | 5.52% | 1,534,366 | $39.1M | Add +0.2% |
| AVDV Avantis Intl S/C Value ETF | 5.03% | 541,200 | $35.6M | Add +1.4% |
| DFAT Dimensional US Target Value | 4.86% | 632,895 | $34.4M | Reduce -3.2% |
| DFIP Dimensional Inflation-Protec | 4.79% | 822,417 | $33.9M | Reduce -0.3% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 4.57% | 609,987 | $32.3M | New |
| BSVO EA Bridgeway Omni Sm-Cp Val | 4.29% | 1,427,306 | $30.4M | Reduce -0.3% |
| AVRE Avantis Real Estate ETF | 4.23% | 709,251 | $30.0M | Add +0.7% |
| DFIV Dimensional International Va | 3.71% | 714,694 | $26.3M | Reduce -0.7% |
| DFUV Dimensional US Marketwide Va | 2.30% | 398,104 | $16.3M | Reduce -2.5% |
| DISV Dimensional International SM | 1.50% | 389,829 | $10.6M | Reduce -2.7% |
| AVEM Avantis Emerging Markets Eq | 1.49% | 181,602 | $10.5M | Reduce -1.9% |
| AVDE Avantis International Equity | 1.45% | 161,183 | $10.3M | Reduce -1.3% |
| DFUS Dimensional US Eq MKT ETF | 1.26% | 156,592 | $8.9M | Reduce -0.1% |
| DFSV Dimensional US Small Cap Val | 1.16% | 273,882 | $8.2M | Reduce -4.9% |
| DFAS Dimensional US Small Cap ETF | 0.76% | 85,936 | $5.4M | Reduce -0.8% |
| DFCF Dimensional Core Fixed Inc. | 0.58% | 98,596 | $4.1M | Reduce -14.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 12,659 | $3.3M | Reduce -0.1% |
| BSM Black Stone Minerals LP | 0.40% | 177,487 | $2.8M | No change |
| BOXX Alpha Architect 1-3 MNTH Box | 0.33% | 22,015 | $2.3M | Add +1053.8% |
| AVUS Avantis U.S. Equity ETF | 0.32% | 25,614 | $2.3M | Reduce -13.3% |
| XOM Exxon Mobil Corp. | 0.26% | 15,536 | $1.8M | Reduce -8.9% |
| MSFT Microsoft Corp. | 0.25% | 4,169 | $1.8M | Reduce -5.5% |
| DFGR Dim Global Real Estate ETF | 0.22% | 61,482 | $1.6M | Reduce -10.5% |
| AAPL Apple Inc. | 0.22% | 9,113 | $1.6M | Reduce -10.0% |
| NVDA Nvidia Corp. | 0.22% | 1,719 | $1.6M | Add +0.6% |
| BND Vanguard Total Bond Market | 0.18% | 17,427 | $1.3M | Reduce -5.9% |
| EFV iShares MSCI Eafe Value ETF | 0.16% | 20,690 | $1.1M | Reduce -5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 2,579 | $1.1M | Reduce -27.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.14% | 5,922 | $964K | Reduce -8.1% |
| MRK Merck & Co. Inc. | 0.13% | 7,158 | $944K | No change |
| VGIT Vanguard Intermediate-Term T | 0.13% | 15,724 | $921K | Reduce -1.2% |
| AVSU Avantis Resp US Equity ETF | 0.13% | 14,862 | $913K | Add +1.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.12% | 17,079 | $864K | Add +6.9% |
| BIV Vanguard Intermediate-Term B | 0.11% | 10,174 | $767K | No change |
| LLY Eli Lilly & Co. | 0.10% | 905 | $704K | Reduce -41.4% |
| VSS Vanguard Ftse All Wo X-US SC | 0.10% | 5,834 | $682K | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 0.08% | 3,745 | $565K | Reduce -0.0% |
| MDY State Street SPDR S&P Midcap | 0.08% | 1,000 | $556K | No change |
| AMZN Amazon.com Inc. | 0.07% | 2,727 | $492K | Reduce -48.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.06% | 17,995 | $454K | Add +7.6% |
| IVV iShares Core S&P 500 ETF | 0.06% | 846 | $445K | No change |
| AVMU Avantis Core Municipal Fixed | 0.06% | 8,410 | $392K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 725 | $379K | No change |
| COST Costco Wholesale Corp. | 0.05% | 496 | $363K | Reduce -27.3% |
| VEA Vanguard Ftse Developed ETF | 0.05% | 7,214 | $362K | No change |
| GOOG Alphabet Inc. Class C | 0.05% | 2,181 | $332K | No change |
| DFAE Dimensional Emerging Core Eq | 0.05% | 13,074 | $323K | Reduce -10.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.04% | 1,642 | $315K | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.04% | 615 | $299K | Add +2.5% |
| PNC PNC Financial Services Group | 0.04% | 1,845 | $298K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 1,293 | $296K | No change |
| TFC Truist Financial Corp. | 0.04% | 7,564 | $295K | No change |
| HD Home Depot Inc. | 0.04% | 753 | $289K | No change |
| GDDY GoDaddy Inc. Class A | 0.04% | 2,358 | $280K | No change |
| TDG Transdigm Group Inc. | 0.04% | 215 | $265K | No change |
| DFAU Dimensional US Core Equity M | 0.04% | 7,163 | $262K | Reduce -14.3% |
| DFAI Dimensional International Co. | 0.04% | 8,288 | $250K | Reduce -12.4% |
| IWB iShares Russell 1000 ETF | 0.04% | 869 | $250K | No change |
| LPLA LPL Financial Holdings Inc. | 0.03% | 926 | $245K | Add +0.1% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.03% | 6,901 | $222K | Add +0.9% |
| MA Mastercard Inc. Class A | 0.03% | 453 | $218K | New |
| SPGI S&P Global Inc. | 0.03% | 500 | $213K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 5,593 | $212K | New |
| PG The Procter & Gamble Co. | 0.03% | 1,243 | $202K | New |
| NCMI National Cinemedia Inc. | 0.01% | 17,116 | $88K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AVIG Avantis Core Fixed Income | Reduce -32.4% | 8.77% | −4.95 |
| DFIP Dimensional Inflation-Protec | Reduce -0.3% | 4.79% | −0.22 |
| DFAT Dimensional US Target Value | Reduce -3.2% | 4.86% | −0.17 |
| BSVO EA Bridgeway Omni Sm-Cp Val | Reduce -0.3% | 4.29% | −0.14 |
| DFCF Dimensional Core Fixed Inc. | Reduce -14.1% | 0.58% | −0.13 |
| DFSV Dimensional US Small Cap Val | Reduce -4.9% | 1.16% | −0.07 |
| AAPL Apple Inc. | Reduce -10.0% | 0.22% | −0.07 |
| NI Nisource Inc. | Sold out | 0.00% | −0.06 |
| AVEM Avantis Emerging Markets Eq | Reduce -1.9% | 1.49% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -48.9% | 0.07% | −0.05 |
| DFGR Dim Global Real Estate ETF | Reduce -10.5% | 0.22% | −0.04 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -27.5% | 0.15% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -41.4% | 0.10% | −0.03 |
| AVUS Avantis U.S. Equity ETF | Reduce -13.3% | 0.32% | −0.03 |
| PSA Public Storage | Sold out | 0.00% | −0.03 |
| DISV Dimensional International SM | Reduce -2.7% | 1.50% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -5.9% | 0.18% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -27.3% | 0.05% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -5.8% | 0.16% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Reduce -1.2% | 0.13% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -10.8% | 0.05% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.1% | 0.14% | −0.01 |
| DFAI Dimensional International Co. | Reduce -12.4% | 0.04% | −0.00 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.8% | 0.76% | −0.00 |
| DFAU Dimensional US Core Equity M | Reduce -14.3% | 0.04% | −0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -0.0% | 0.10% | −0.00 |
| AVDE Avantis International Equity | Reduce -1.3% | 1.45% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.0% | 0.08% | +0.00 |
| MSFT Microsoft Corp. | Reduce -5.5% | 0.25% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -8.9% | 0.26% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 0.46% | +0.02 |
| DFUV Dimensional US Marketwide Va | Reduce -2.5% | 2.30% | +0.06 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.1% | 1.26% | +0.06 |
| DFIV Dimensional International Va | Reduce -0.7% | 3.71% | +0.07 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.2% | 22.36% | +0.99 |
Portfolio Buys Q4 2023 → Q1 2024
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | New | 4.57% | +4.57 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +1053.8% | 0.33% | +0.30 |
| AVDV Avantis Intl S/C Value ETF | Add +1.4% | 5.03% | +0.12 |
| NVDA Nvidia Corp. | Add +0.6% | 0.22% | +0.09 |
| AVUV Avantis US Small Cap Value | Add +0.9% | 8.49% | +0.08 |
| DFIC Dimensional International Co. | Add +0.4% | 7.47% | +0.07 |
| MA Mastercard Inc. Class A | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | New | 0.03% | +0.03 |
| PG The Procter & Gamble Co. | New | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +2.5% | 0.04% | +0.01 |
| AVSU Avantis Resp US Equity ETF | Add +1.2% | 0.13% | +0.01 |
| LPLA LPL Financial Holdings Inc. | Add +0.1% | 0.03% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +7.6% | 0.06% | +0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +6.9% | 0.12% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.3% | 0.04% | +0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +0.9% | 0.03% | −0.00 |
| DFEM Dimensional Emrg MRKT Core | Add +0.2% | 5.52% | −0.11 |
| AVRE Avantis Real Estate ETF | Add +0.7% | 4.23% | −0.26 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 61 | $980.4M | EBI, LVIG, DFIC, DFEM, AVDV |
| Q1 2026 | 50 | $905.6M | EBI, LVIG, DFIC, AVDV, DFEM |
| Q4 2025 | 50 | $840.6M | EBI, DFIC, AVIG, DFGX, DFEM |
| Q3 2025 | 54 | $820.3M | EBI, DFIC, AVIG, DFGX, DFEM |
| Q2 2025 | 51 | $767.9M | EBI, DFIC, AVIG, DFGX, DFEM |
| Q1 2025 | 50 | $728.2M | EBI, DFIC, AVIG, DFGX, DFEM |
| Q4 2024 | 80 | $746.2M | DFAC, AVUV, DFIC, AVIG, DFGX |
| Q3 2024 | 70 | $718.9M | DFAC, AVUV, DFIC, AVIG, DFEM |
| Q2 2024 | 71 | $742.7M | DFAC, AVUV, DFIC, AVIG, DFGX |
| Q1 2024 | 69 | $708.2M | DFAC, AVIG, AVUV, DFIC, DFEM |