Hill Investment Group Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Hill Investment Group Partners, LLC reported 80 stock positions worth $746.2 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 23.0% of the portfolio, followed by Avantis US Small Cap Value (AVUV, 8.8%) and Dimensional International (DFIC, 7.6%). Compared with Q3 2024, it opened 17 new positions, sold out of 7, added to 31 and reduced 27. The biggest buy was a new position in Magnolia Oil & Gas Class A (MGY) and the biggest sale Dimensional International Va (DFIV, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- ST. LOUIS, MO
- CIK
- 0001979028
- Portfolio Value
- $746.2M (Q4 2024)
- SEC Filing
- 0001979028-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 80 stocks · $746.2M
| DFAC Dimensional US Core Equity 2 | 22.98% | 4,957,512 | $171.5M | Reduce -1.7% |
| AVUV Avantis US Small Cap Value | 8.82% | 682,210 | $65.9M | Add +1.8% |
| DFIC Dimensional International Co. | 7.62% | 2,199,871 | $56.9M | Add +7.0% |
| AVIG Avantis Core Fixed Income | 6.90% | 1,268,859 | $51.5M | Reduce -2.4% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 6.40% | 912,235 | $47.7M | Add +14.4% |
| DFEM Dimensional Emrg MRKT Core | 5.75% | 1,636,879 | $42.9M | Add +3.7% |
| AVDV Avantis Intl S/C Value ETF | 5.15% | 590,606 | $38.4M | Add +6.5% |
| DFIP Dimensional Inflation-Protec | 4.33% | 797,983 | $32.3M | Reduce -0.6% |
| AVRE Avantis Real Estate ETF | 4.29% | 763,794 | $32.0M | Add +4.5% |
| DFAT Dimensional US Target Value | 4.27% | 572,127 | $31.8M | Reduce -10.4% |
| BSVO EA Bridgeway Omni Sm-Cp Val | 4.02% | 1,386,236 | $30.0M | Reduce -1.7% |
| DFIV Dimensional International Va | 3.13% | 659,029 | $23.4M | Reduce -7.1% |
| DFUV Dimensional US Marketwide Va | 1.85% | 336,529 | $13.8M | Reduce -17.8% |
| BOXX Alpha Architect 1-3 MNTH Box | 1.55% | 104,822 | $11.6M | Reduce -16.1% |
| DISV Dimensional International SM | 1.25% | 351,544 | $9.3M | Reduce -4.7% |
| DFUS Dimensional US Eq MKT ETF | 1.17% | 137,116 | $8.7M | Reduce -13.5% |
| AVDE Avantis International Equity | 1.17% | 142,297 | $8.7M | Reduce -4.1% |
| AVEM Avantis Emerging Markets Eq | 1.11% | 140,368 | $8.3M | Reduce -16.4% |
| DFSV Dimensional US Small Cap Val | 1.00% | 241,913 | $7.4M | Reduce -5.8% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.84% | 267,685 | $6.3M | New |
| DFAS Dimensional US Small Cap ETF | 0.58% | 66,939 | $4.4M | Reduce -25.0% |
| DFCF Dimensional Core Fixed Inc. | 0.54% | 98,355 | $4.1M | No change |
| AAPL Apple Inc. | 0.44% | 13,083 | $3.3M | Add +44.3% |
| MSFT Microsoft Corp. | 0.35% | 6,196 | $2.6M | Add +54.4% |
| BSM Black Stone Minerals LP | 0.35% | 177,487 | $2.6M | No change |
| NVDA Nvidia Corp. | 0.33% | 18,152 | $2.4M | Add +3.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 7,347 | $2.1M | Reduce -41.6% |
| AVUS Avantis U.S. Equity ETF | 0.25% | 19,277 | $1.9M | Reduce -5.7% |
| DFGR Dim Global Real Estate ETF | 0.20% | 59,750 | $1.5M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 2,838 | $1.3M | Add +9.0% |
| XOM Exxon Mobil Corp. | 0.13% | 9,231 | $993K | Reduce -28.1% |
| AVSU Avantis Resp US Equity ETF | 0.11% | 12,576 | $832K | Add +37.6% |
| GOOG Alphabet Inc. Class C | 0.10% | 4,083 | $778K | Add +81.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 4,511 | $764K | Reduce -12.7% |
| GOOGL Alphabet Inc. Class A | 0.10% | 4,017 | $760K | Add +6.2% |
| MRK Merck & Co. Inc. | 0.10% | 7,161 | $712K | Reduce -0.3% |
| IWP iShares Russell Mid-Cap Grow | 0.09% | 5,373 | $681K | New |
| DFAX Dimensional World Ex US Core | 0.09% | 25,607 | $637K | Add +8.4% |
| AMZN Amazon.com Inc. | 0.08% | 2,888 | $634K | Add +0.2% |
| BND Vanguard Total Bond Market | 0.08% | 8,712 | $626K | Reduce -50.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 2,529 | $608K | Add +95.6% |
| LLY Eli Lilly & Co. | 0.08% | 765 | $591K | Reduce -1.7% |
| MDY State Street SPDR S&P Midcap | 0.08% | 1,000 | $570K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 7,422 | $522K | New |
| VGIT Vanguard Intermediate-Term T | 0.07% | 8,793 | $510K | Add +10.2% |
| IVV iShares Core S&P 500 ETF | 0.07% | 845 | $497K | No change |
| JPM JPMorgan Chase & Co. | 0.07% | 2,036 | $488K | New |
| EFV iShares MSCI Eafe Value ETF | 0.06% | 9,004 | $472K | Reduce -53.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.06% | 1,757 | $464K | New |
| SPEM State Street SP PTF Em ETF | 0.06% | 12,002 | $461K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 2,753 | $445K | New |
| META Meta Platforms Inc. Class A | 0.06% | 743 | $435K | Add +14.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 730 | $428K | Add +0.7% |
| COST Costco Wholesale Corp. | 0.06% | 448 | $410K | Reduce -5.3% |
| ITOT iShares Core S&P Total U.S. | 0.05% | 3,140 | $404K | New |
| AVMU Avantis Core Municipal Fixed | 0.05% | 8,690 | $401K | Add +3.3% |
| PNC PNC Financial Services Group | 0.05% | 1,886 | $364K | Add +1.9% |
| BKLC BNY Mellon US LRG Cap Cor | 0.05% | 3,115 | $349K | New |
| AVGO Broadcom Inc. | 0.05% | 1,492 | $346K | New |
| TFC Truist Financial Corp. | 0.04% | 7,734 | $336K | Add +1.8% |
| GDDY GoDaddy Inc. Class A | 0.04% | 1,607 | $317K | Reduce -32.0% |
| DFAE Dimensional Emerging Core Eq | 0.04% | 11,460 | $291K | Add +1.2% |
| UNP Union Pacific Corp. | 0.04% | 1,249 | $285K | New |
| HD Home Depot Inc. | 0.04% | 732 | $285K | Add +5.3% |
| WMB Williams Cos Inc. | 0.04% | 5,173 | $280K | Add +2.7% |
| IWB iShares Russell 1000 ETF | 0.04% | 869 | $280K | No change |
| NCMI National Cinemedia Inc. | 0.04% | 41,161 | $273K | Add +19.7% |
| TDG Transdigm Group Inc. | 0.04% | 215 | $272K | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.04% | 512 | $270K | New |
| IJR iShares Core S&P Small-Cap E | 0.04% | 2,333 | $269K | New |
| SPGI S&P Global Inc. | 0.04% | 526 | $262K | Add +4.8% |
| ORCL Oracle Corp. | 0.04% | 1,571 | $262K | Add +0.8% |
| MFC Manulife Financial Corp. | 0.03% | 8,477 | $260K | New |
| DFAU Dimensional US Core Equity M | 0.03% | 6,054 | $245K | Reduce -1.2% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.03% | 7,208 | $239K | Add +4.5% |
| WMT Walmart Inc. | 0.03% | 2,613 | $236K | New |
| PG The Procter & Gamble Co. | 0.03% | 1,395 | $234K | Add +11.5% |
| VNQ Vanguard Real Estate ETF | 0.03% | 2,377 | $212K | New |
| CSCO Cisco Systems Inc. | 0.03% | 3,516 | $208K | New |
| DFAI Dimensional International Co. | 0.03% | 7,030 | $205K | Add +2.1% |
Portfolio Sells Q3 2024 → Q4 2024
| DFIV Dimensional International Va | Reduce -7.1% | 3.13% | −0.43 |
| AVIG Avantis Core Fixed Income | Reduce -2.4% | 6.90% | −0.41 |
| DFUV Dimensional US Marketwide Va | Reduce -17.8% | 1.85% | −0.38 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -16.1% | 1.55% | −0.32 |
| AVEM Avantis Emerging Markets Eq | Reduce -16.4% | 1.11% | −0.32 |
| DFAT Dimensional US Target Value | Reduce -10.4% | 4.27% | −0.30 |
| DFIP Dimensional Inflation-Protec | Reduce -0.6% | 4.33% | −0.21 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -41.6% | 0.29% | −0.18 |
| DFAS Dimensional US Small Cap ETF | Reduce -25.0% | 0.58% | −0.15 |
| DISV Dimensional International SM | Reduce -4.7% | 1.25% | −0.13 |
| DFUS Dimensional US Eq MKT ETF | Reduce -13.5% | 1.17% | −0.13 |
| AVDE Avantis International Equity | Reduce -4.1% | 1.17% | −0.12 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.12 |
| BND Vanguard Total Bond Market | Reduce -50.2% | 0.08% | −0.09 |
| VSS Vanguard Ftse All Wo X-US SC | Sold out | 0.00% | −0.08 |
| EFV iShares MSCI Eafe Value ETF | Reduce -53.8% | 0.06% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -28.1% | 0.13% | −0.07 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.04 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -0.3% | 0.10% | −0.03 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -1.7% | 0.08% | −0.02 |
| DFSV Dimensional US Small Cap Val | Reduce -5.8% | 1.00% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -12.7% | 0.10% | −0.01 |
| AVUS Avantis U.S. Equity ETF | Reduce -5.7% | 0.25% | −0.01 |
| GDDY GoDaddy Inc. Class A | Reduce -32.0% | 0.04% | −0.00 |
| DFGR Dim Global Real Estate ETF | Reduce -0.4% | 0.20% | −0.00 |
| TDG Transdigm Group Inc. | Reduce -0.5% | 0.04% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -5.3% | 0.06% | −0.00 |
| DFAU Dimensional US Core Equity M | Reduce -1.2% | 0.03% | +0.00 |
| BSVO EA Bridgeway Omni Sm-Cp Val | Reduce -1.7% | 4.02% | +0.05 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.7% | 22.98% | +0.39 |
Portfolio Buys Q3 2024 → Q4 2024
| MGY Magnolia Oil & Gas Corp. Class A | New | 0.84% | +0.84 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +14.4% | 6.40% | +0.59 |
| AVUV Avantis US Small Cap Value | Add +1.8% | 8.82% | +0.51 |
| AAPL Apple Inc. | Add +44.3% | 0.44% | +0.17 |
| AVDV Avantis Intl S/C Value ETF | Add +6.5% | 5.15% | +0.13 |
| AVRE Avantis Real Estate ETF | Add +4.5% | 4.29% | +0.13 |
| DFIC Dimensional International Co. | Add +7.0% | 7.62% | +0.10 |
| MSFT Microsoft Corp. | Add +54.4% | 0.35% | +0.10 |
| IWP iShares Russell Mid-Cap Grow | New | 0.09% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.07% | +0.07 |
| JPM JPMorgan Chase & Co. | New | 0.07% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.06% | +0.06 |
| SPEM State Street SP PTF Em ETF | New | 0.06% | +0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.06% | +0.06 |
| ITOT iShares Core S&P Total U.S. | New | 0.05% | +0.05 |
| BKLC BNY Mellon US LRG Cap Cor | New | 0.05% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +81.9% | 0.10% | +0.05 |
| AVGO Broadcom Inc. | New | 0.05% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +95.6% | 0.08% | +0.04 |
| UNP Union Pacific Corp. | New | 0.04% | +0.04 |
| MA Mastercard Inc. Class A | New | 0.04% | +0.04 |
| IJR iShares Core S&P Small-Cap E | New | 0.04% | +0.04 |
| MFC Manulife Financial Corp. | New | 0.03% | +0.03 |
| AVSU Avantis Resp US Equity ETF | Add +37.6% | 0.11% | +0.03 |
| WMT Walmart Inc. | New | 0.03% | +0.03 |
| VNQ Vanguard Real Estate ETF | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.0% | 0.17% | +0.03 |
| NVDA Nvidia Corp. | Add +3.8% | 0.33% | +0.02 |
| NCMI National Cinemedia Inc. | Add +19.7% | 0.04% | +0.02 |
| META Meta Platforms Inc. Class A | Add +14.5% | 0.06% | +0.01 |
| PNC PNC Financial Services Group | Add +1.9% | 0.05% | +0.01 |
| WMB Williams Cos Inc. | Add +2.7% | 0.04% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.2% | 0.08% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +6.2% | 0.10% | +0.01 |
| HD Home Depot Inc. | Add +5.3% | 0.04% | +0.01 |
| VGIT Vanguard Intermediate-Term T | Add +10.2% | 0.07% | +0.00 |
| ORCL Oracle Corp. | Add +0.8% | 0.04% | +0.00 |
| SPGI S&P Global Inc. | Add +4.8% | 0.04% | +0.00 |
| TFC Truist Financial Corp. | Add +1.8% | 0.04% | +0.00 |
| PG The Procter & Gamble Co. | Add +11.5% | 0.03% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 0.06% | +0.00 |
| DFAX Dimensional World Ex US Core | Add +8.4% | 0.09% | +0.00 |
| AVMU Avantis Core Municipal Fixed | Add +3.3% | 0.05% | −0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +4.5% | 0.03% | −0.00 |
| DFAI Dimensional International Co. | Add +2.1% | 0.03% | −0.00 |
| DFAE Dimensional Emerging Core Eq | Add +1.2% | 0.04% | −0.00 |
| DFEM Dimensional Emrg MRKT Core | Add +3.7% | 5.75% | −0.14 |
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 |