Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAC) | 4,966,580 | +216,397 | $145,173 |
DFAC | 4,966,580 | +216,397 | $145,173 |
AMERICAN CENTY ETF TR (AVIG) | 2,227,832 | +66,590 | $93,190 |
AVIG | 2,227,832 | +66,590 | $93,190 |
AMERICAN CENTY ETF TR (AVUV) | 635,881 | +31,905 | $57,102 |
AVUV | 635,881 | +31,905 | $57,102 |
DIMENSIONAL ETF TRUST (DFIC) | 1,968,694 | -32,349 | $50,261 |
DFIC | 1,968,694 | -32,349 | $50,261 |
DIMENSIONAL ETF TRUST (DFEM) | 1,531,853 | +17,722 | $38,235 |
DFEM | 1,531,853 | +17,722 | $38,235 |
DIMENSIONAL ETF TRUST (DFAT) | 653,605 | -4,685 | $34,203 |
DFAT | 653,605 | -4,685 | $34,203 |
DIMENSIONAL ETF TRUST (DFIP) | 824,987 | +112,621 | $34,055 |
DFIP | 824,987 | +112,621 | $34,055 |
AMERICAN CENTY ETF TR (AVDV) | 533,867 | -39,100 | $33,361 |
AVDV | 533,867 | -39,100 | $33,361 |
AMERICAN CENTY ETF TR (AVRE) | 704,645 | +82,686 | $30,518 |
AVRE | 704,645 | +82,686 | $30,518 |
EA SERIES TRUST | 1,431,321 | -45,991 | $30,079 |
BSVO | 1,431,321 | -45,991 | $30,079 |
DIMENSIONAL ETF TRUST (DFIV) | 719,465 | -16,287 | $24,721 |
DFIV | 719,465 | -16,287 | $24,721 |
DIMENSIONAL ETF TRUST (DFUV) | 408,315 | -7,538 | $15,197 |
DFUV | 408,315 | -7,538 | $15,197 |
AMERICAN CENTY ETF TR (AVEM) | 185,198 | +14,258 | $10,443 |
AVEM | 185,198 | +14,258 | $10,443 |
DIMENSIONAL ETF TRUST (DISV) | 400,486 | +136,319 | $10,327 |
DISV | 400,486 | +136,319 | $10,327 |
AMERICAN CENTY ETF TR (AVDE) | 163,299 | +62,020 | $9,868 |
AVDE | 163,299 | +62,020 | $9,868 |
DIMENSIONAL ETF TRUST (DFSV) | 288,055 | +19,092 | $8,388 |
DFSV | 288,055 | +19,092 | $8,388 |
DIMENSIONAL ETF TRUST (DFUS) | 156,688 | -3,701 | $8,121 |
DFUS | 156,688 | -3,701 | $8,121 |
DIMENSIONAL ETF TRUST (DFAS) | 86,668 | -5,927 | $5,167 |
DFAS | 86,668 | -5,927 | $5,167 |
DIMENSIONAL ETF TRUST (DFCF) | 114,780 | -12,937 | $4,867 |
DFCF | 114,780 | -12,937 | $4,867 |
VANGUARD INDEX FDS (VTI) | 12,675 | -73 | $3,007 |
VTI | 12,675 | -73 | $3,007 |
BLACK STONE MINERALS L P | 177,487 | UNCH | $2,833 |
BSM | 177,487 | UNCH | $2,833 |
AMERICAN CENTY ETF TR (AVUS) | 29,536 | +11,057 | $2,409 |
AVUS | 29,536 | +11,057 | $2,409 |
APPLE INC | 10,125 | +1,158 | $1,949 |
AAPL | 10,125 | +1,158 | $1,949 |
DIMENSIONAL ETF TRUST (DFGR) | 68,695 | -3,484 | $1,785 |
DFGR | 68,695 | -3,484 | $1,785 |
EXXON MOBIL CORP | 17,060 | -2,060 | $1,706 |
XOM | 17,060 | -2,060 | $1,706 |
MICROSOFT CORP | 4,414 | -1,511 | $1,660 |
MSFT | 4,414 | -1,511 | $1,660 |
VANGUARD BD INDEX FDS (BND) | 18,524 | -2,456 | $1,362 |
BND | 18,524 | -2,456 | $1,362 |
BERKSHIRE HATHAWAY INC DEL | $1,269 | ||
BRK.B | 3,557 | +1,312 | $1,269 |
ISHARES TR (EFV) | 21,963 | -7,264 | $1,144 |
EFV | 21,963 | -7,264 | $1,144 |
VANGUARD INDEX FDS (VTV) | 6,443 | -2,793 | $963 |
VTV | 6,443 | -2,793 | $963 |
VANGUARD SCOTTSDALE FDS (VGIT) | 15,913 | -57,917 | $944 |
VGIT | 15,913 | -57,917 | $944 |
ELI LILLY & CO | 1,543 | UNCH | $899 |
LLY | 1,543 | UNCH | $899 |
NVIDIA CORPORATION | 1,708 | +446 | $846 |
NVDA | 1,708 | +446 | $846 |
AMERICAN CENTY ETF TR (AVSU) | 14,688 | +163 | $825 |
AVSU | 14,688 | +163 | $825 |
VANGUARD MUN BD FDS (VTEB) | 15,977 | -691 | $816 |
VTEB | 15,977 | -691 | $816 |
AMAZON COM INC | 5,337 | +950 | $811 |
AMZN | 5,337 | +950 | $811 |
MERCK & CO INC | 7,158 | -287 | $780 |
MRK | 7,158 | -287 | $780 |
VANGUARD BD INDEX FDS (BIV) | 10,174 | UNCH | $777 |
BIV | 10,174 | UNCH | $777 |
VANGUARD INTL EQUITY INDEX F (VSS) | 5,835 | UNCH | $671 |
VSS | 5,835 | UNCH | $671 |
ALPHABET INC | 3,746 | +3,746 | $523 |
GOOGL | 3,746 | +3,746 | $523 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 1,000 | +1,000 | $507 |
MDY | 1,000 | +1,000 | $507 |
COSTCO WHSL CORP NEW | 682 | +240 | $450 |
COST | 682 | +240 | $450 |
SCHWAB STRATEGIC TR | 16,726 | UNCH | $415 |
SCHE | 16,726 | UNCH | $415 |
NISOURCE INC | 15,305 | +15,305 | $406 |
NI | 15,305 | +15,305 | $406 |
ISHARES TR (IVV) | 846 | -214 | $404 |
IVV | 846 | -214 | $404 |
AMERICAN CENTY ETF TR (AVMU) | 8,410 | +8,410 | $394 |
AVMU | 8,410 | +8,410 | $394 |
DIMENSIONAL ETF TRUST (DFAE) | 14,648 | -9,044 | $353 |
DFAE | 14,648 | -9,044 | $353 |
VANGUARD TAX MANAGED FDS (VEA) | 7,214 | +2 | $346 |
VEA | 7,214 | +2 | $346 |
SPDR S&P 500 ETF TR (SPY) | 725 | -262 | $345 |
SPY | 725 | -262 | $345 |
ALPHABET INC | 2,181 | -20 | $307 |
GOOG | 2,181 | -20 | $307 |
See Full List: All Stocks Held By Hill Investment Group Partners LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Hill Investment Group Partners LLC
Size ($ in 1000's)
At 12/31/2023: $679,385 At 09/30/2023: $601,629 Hill Investment Group Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hill Investment Group Partners LLC 13F filings. Link to 13F filings: SEC filings |