Hill Investment Group Partners, LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Hill Investment Group Partners, LLC opened 34 positions, added to 102, reduced 197 and sold out of 41.
- Q2 2026: Stock DFGX; Country of operation —; Class INTL COR FIX ETF; Shares before 0.
- Q2 2026: Stock DFAC; Country of operation —; Class US COR EQU 2 ETF; Shares before 0.
- Q2 2026: Stock BSVO; Country of operation —; Class BRID OMN SMA ETF; Shares before 0.
- Q2 2026: Stock DFSV; Country of operation —; Class US SMALL CAP ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1979028), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | DFGX
DIMENSIONAL ETF TRUST | | INTL COR FIX ETF | 0 | 660,685 | +660,685 | $0 | $35,409,278 | +$35,409,278 | 2026-08-12 |
|---|
| Q2 2026 | DFAC
DIMENSIONAL ETF TRUST | | US COR EQU 2 ETF | 0 | 460,465 | +460,465 | $0 | $20,426,243 | +$20,426,243 | 2026-08-12 |
|---|
| Q2 2026 | BSVO
EA SERIES TRUST | | BRID OMN SMA ETF | 0 | 204,738 | +204,738 | $0 | $5,976,241 | +$5,976,241 | 2026-08-12 |
|---|
| Q2 2026 | DFSV
DIMENSIONAL ETF TRUST | | US SMALL CAP ETF | 0 | 132,469 | +132,469 | $0 | $5,138,473 | +$5,138,473 | 2026-08-12 |
|---|
| Q2 2026 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 0 | 12,900 | +12,900 | $0 | $1,111,206 | +$1,111,206 | 2026-08-12 |
|---|
| Q2 2026 | DFCF
DIMENSIONAL ETF TRUST | | CORE FIXE IN ETF | 0 | 25,145 | +25,145 | $0 | $1,061,370 | +$1,061,370 | 2026-08-12 |
|---|
| Q2 2026 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 0 | 2,750 | +2,750 | $0 | $599,237 | +$599,237 | 2026-08-12 |
|---|
| Q2 2026 | SPEM
SPDR INDEX SHS FDS | | ST PORT MARK ETF | 0 | 11,420 | +11,420 | $0 | $591,328 | +$591,328 | 2026-08-12 |
|---|
| Q2 2026 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 0 | 7,801 | +7,801 | $0 | $555,837 | +$555,837 | 2026-08-12 |
|---|
| Q2 2026 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 0 | 672 | +672 | $0 | $495,052 | +$495,052 | 2026-08-12 |
|---|
| Q2 2026 | DFSE
DIMENSIONAL ETF TRUST | | EMER MARK SU ETF | 0 | 9,335 | +9,335 | $0 | $456,290 | +$456,290 | 2026-08-12 |
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| Q2 2026 | VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 0 | 1,745 | +1,745 | $0 | $412,902 | +$412,902 | 2026-08-12 |
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| Q2 2026 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 0 | 1,355 | +1,355 | $0 | $410,728 | +$410,728 | 2026-08-12 |
|---|
| Q2 2026 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 0 | 1,929 | +1,929 | $0 | $304,840 | +$304,840 | 2026-08-12 |
|---|
| Q2 2026 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 0 | 805 | +805 | $0 | $298,028 | +$298,028 | 2026-08-12 |
|---|
| Q2 2026 | AVGE
AMERICAN CENTY ETF TR | | AVANTIS ALL EQT | 0 | 2,189 | +2,189 | $0 | $216,975 | +$216,975 | 2026-08-12 |
|---|
| Q1 2026 | DFGX
DIMENSIONAL ETF TRUST | | DIMENSIONAL INTE | 0 | 678,537 | +678,537 | $0 | $35,589,602 | +$35,589,602 | 2026-05-12 |
|---|
| Q1 2026 | SPEM
SPDR INDEX SHS FDS | | STATE STREET SPD | 0 | 11,754 | +11,754 | $0 | $551,380 | +$551,380 | 2026-05-12 |
|---|
| Q4 2025 | VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 0 | 4,152 | +4,152 | $0 | $248,829 | +$248,829 | 2026-02-17 |
|---|
| Q3 2025 | DFUV
DIMENSIONAL ETF TRUST | | US MKTWIDE VALUE | 0 | 4,713 | +4,713 | $0 | $210,624 | +$210,624 | 2025-11-14 |
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| Q3 2025 | DFSI
DIMENSIONAL ETF TRUST | | INTERNATIONAL | 0 | 4,893 | +4,893 | $0 | $200,369 | +$200,369 | 2025-11-14 |
|---|
| Q2 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 0 | 2,170 | +2,170 | $0 | $1,232,859 | +$1,232,859 | 2025-08-12 |
|---|
| Q4 2024 | DFUS
DIMENSIONAL ETF TRUST | | US EQUITY MARKET | 0 | 137,116 | +137,116 | $0 | $8,741,171 | +$8,741,171 | 2025-02-14 |
|---|
| Q4 2024 | IWP
ISHARES TR | | RUS MD CP GR ETF | 0 | 5,373 | +5,373 | $0 | $681,028 | +$681,028 | 2025-02-14 |
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| Q4 2024 | IEFA
ISHARES TR | | CORE MSCI EAFE | 0 | 7,422 | +7,422 | $0 | $521,618 | +$521,618 | 2025-02-14 |
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| Q4 2024 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 0 | 1,757 | +1,757 | $0 | $464,076 | +$464,076 | 2025-02-14 |
|---|
| Q4 2024 | SPEM
SPDR INDEX SHS FDS | | PORTFOLIO EMG MK | 0 | 12,002 | +12,002 | $0 | $460,517 | +$460,517 | 2025-02-14 |
|---|
| Q4 2024 | VOE
VANGUARD INDEX FDS | | MCAP VL IDXVIP | 0 | 2,753 | +2,753 | $0 | $445,353 | +$445,353 | 2025-02-14 |
|---|
| Q4 2024 | ITOT
ISHARES TR | | CORE S&P TTL STK | 0 | 3,140 | +3,140 | $0 | $403,867 | +$403,867 | 2025-02-14 |
|---|
| Q4 2024 | BKLC
BNY MELLON ETF TRUST | | US LRG CP CORE | 0 | 3,115 | +3,115 | $0 | $349,067 | +$349,067 | 2025-02-14 |
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| Q4 2024 | IJR
ISHARES TR | | CORE S&P SCP ETF | 0 | 2,333 | +2,333 | $0 | $268,808 | +$268,808 | 2025-02-14 |
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| Q4 2024 | VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 0 | 2,377 | +2,377 | $0 | $211,743 | +$211,743 | 2025-02-14 |
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| Q2 2024 | DFAX
DIMENSIONAL ETF TRUST | | WORLD EX US CORE | 0 | 23,613 | +23,613 | $0 | $609,228 | +$609,228 | 2024-08-05 |
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| Q1 2024 | DFGX
DIMENSIONAL ETF TRUST | | GLOBAL EX US COR | 0 | 609,987 | +609,987 | $0 | $32,338,095 | +$32,338,095 | 2024-05-14 |
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