Filed: 5/14/2025ACC: 0001759354-25-000004
๐ What this filing means
HILL INVESTMENT GROUP PARTNERS, LLC filed this quarterly 13FโHR report disclosing 50 equity positions with a total reported market value of $728.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$728.16M
Total AUM (reported)
17.32M
Total Shares
Allocation by class
LONGVIEW ADVANTG$266.20M36.6%
INTL CORE EQUITY$60.95M8.4%
AVANTIS CORE FI$51.15M7.0%
GLOBAL EX US COR$47.55M6.5%
EMERGING MKTS CO$42.58M5.8%
INTL SMCP VLU$39.93M5.5%
US CORE EQUITY 2$33.99M4.7%
Portfolio Concentration
Top 3$378.29M52.0%
4โ10$256.03M35.2%
11โ25$83.86M11.5%
Rest$9.98M1.4%
Top 3 weight
52.0%
Top 10 weight
87.1%
Voting Authority Distribution
Total shares with voting rights: 17.32M
Sole
Full voting authority
60.97K
shares
% of voting shares0.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.25M
shares
% of voting shares99.6%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeNone ยท 99.6% of voting shares
Institutional Holdings50
Rows:
RBB FUND TRUST
SOLEShares5.63M
TypeSH
Market value$266.20M
36.56%
Sole
19.27K
Shared
0.00
None
5.61M
DIMENSIONAL ETF TRUST
SOLEShares2.19M
TypeSH
Market value$60.95M
8.37%
Sole
9.43K
Shared
0.00
None
2.19M
AMERICAN CENTY ETF TR
SOLEShares1.24M
TypeSH
Market value$51.15M
7.02%
Sole
5.84K
Shared
0.00
None
1.23M
DIMENSIONAL ETF TRUST
SOLEShares910.09K
TypeSH
Market value$47.55M
6.53%
Sole
3.81K
Shared
0.00
None
906.28K
DIMENSIONAL ETF TRUST
SOLEShares1.61M
TypeSH
Market value$42.58M
5.85%
Sole
7.08K
Shared
0.00
None
1.60M
AMERICAN CENTY ETF TR
SOLEShares572.50K
TypeSH
Market value$39.93M
5.48%
Sole
2.14K
Shared
0.00
None
570.36K
DIMENSIONAL ETF TRUST
SOLEShares1.03M
TypeSH
Market value$33.99M
4.67%
Sole
3.72K
Shared
0.00
None
1.03M
DIMENSIONAL ETF TRUST
SOLEShares789.68K
TypeSH
Market value$33.25M
4.57%
Sole
2.61K
Shared
0.00
None
787.07K
AMERICAN CENTY ETF TR
SOLEShares769.36K
TypeSH
Market value$33.09M
4.54%
Sole
4.22K
Shared
0.00
None
765.14K
AMERICAN CENTY ETF TR
SOLEShares294.04K
TypeSH
Market value$25.63M
3.52%
Sole
1.16K
Shared
0.00
None
292.88K
DIMENSIONAL ETF TRUST
SOLEShares644.67K
TypeSH
Market value$25.37M
3.48%
Sole
0.00
Shared
0.00
None
644.67K
DIMENSIONAL ETF TRUST
SOLEShares344.69K
TypeSH
Market value$10.04M
1.38%
Sole
0.00
Shared
0.00
None
344.69K
AMERICAN CENTY ETF TR
SOLEShares132.63K
TypeSH
Market value$8.79M
1.21%
Sole
0.00
Shared
0.00
None
132.63K
AMERICAN CENTY ETF TR
SOLEShares135.88K
TypeSH
Market value$8.18M
1.12%
Sole
0.00
Shared
0.00
None
135.88K
EA SERIES TRUST
SOLEShares63.93K
TypeSH
Market value$7.13M
0.98%
Sole
0.00
Shared
0.00
None
63.93K
EA SERIES TRUST
SOLEShares243.21K
TypeSH
Market value$4.73M
0.65%
Sole
0.00
Shared
0.00
None
243.21K
DIMENSIONAL ETF TRUST
SOLEShares96.91K
TypeSH
Market value$4.08M
0.56%
Sole
0.00
Shared
0.00
None
96.91K
DIMENSIONAL ETF TRUST
SOLEShares76.34K
TypeSH
Market value$3.93M
0.54%
Sole
0.00
Shared
0.00
None
76.34K
DIMENSIONAL ETF TRUST
SOLEShares98.17K
TypeSH
Market value$2.76M
0.38%
Sole
0.00
Shared
0.00
None
98.17K
BLACK STONE MINERALS L P
SOLEShares177.49K
TypeSH
Market value$2.71M
0.37%
Sole
0.00
Shared
0.00
None
177.49K
DIMENSIONAL ETF TRUST
SOLEShares59.75K
TypeSH
Market value$1.57M
0.22%
Sole
924.00
Shared
0.00
None
58.83K
APPLE INC
SOLEShares6.38K
TypeSH
Market value$1.42M
0.19%
Sole
378.00
Shared
0.00
None
6K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.29K
TypeSH
Market value$1.22M
0.17%
Sole
0.00
Shared
0.00
None
2.29K
NVIDIA CORPORATION
SOLEShares9.88K
TypeSH
Market value$1.07M
0.15%
Sole
0.00
Shared
0.00
None
9.88K
MICROSOFT CORP
SOLEShares2.32K
TypeSH
Market value$870.9K
0.12%
Sole
96.00
Shared
0.00
None
2.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RBB FUND TRUSTSOLE | LONGVIEW ADVANTG | 5.63M | SH | $266.20M 36.56% | 19.27K | 0.00 | 5.61M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 2.19M | SH | $60.95M 8.37% | 9.43K | 0.00 | 2.19M |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 1.24M | SH | $51.15M 7.02% | 5.84K | 0.00 | 1.23M |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 910.09K | SH | $47.55M 6.53% | 3.81K | 0.00 | 906.28K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 1.61M | SH | $42.58M 5.85% | 7.08K | 0.00 | 1.60M |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 572.50K | SH | $39.93M 5.48% | 2.14K | 0.00 | 570.36K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.03M | SH | $33.99M 4.67% | 3.72K | 0.00 | 1.03M |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 789.68K | SH | $33.25M 4.57% | 2.61K | 0.00 | 787.07K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 769.36K | SH | $33.09M 4.54% | 4.22K | 0.00 | 765.14K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 294.04K | SH | $25.63M 3.52% | 1.16K | 0.00 | 292.88K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 644.67K | SH | $25.37M 3.48% | 0.00 | 0.00 | 644.67K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 344.69K | SH | $10.04M 1.38% | 0.00 | 0.00 | 344.69K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 132.63K | SH | $8.79M 1.21% | 0.00 | 0.00 | 132.63K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 135.88K | SH | $8.18M 1.12% | 0.00 | 0.00 | 135.88K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 63.93K | SH | $7.13M 0.98% | 0.00 | 0.00 | 63.93K |
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 243.21K | SH | $4.73M 0.65% | 0.00 | 0.00 | 243.21K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 96.91K | SH | $4.08M 0.56% | 0.00 | 0.00 | 96.91K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 76.34K | SH | $3.93M 0.54% | 0.00 | 0.00 | 76.34K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 98.17K | SH | $2.76M 0.38% | 0.00 | 0.00 | 98.17K |
BLACK STONE MINERALS L PSOLE | COM UNIT | 177.49K | SH | $2.71M 0.37% | 0.00 | 0.00 | 177.49K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 59.75K | SH | $1.57M 0.22% | 924.00 | 0.00 | 58.83K |
APPLE INCSOLE | COM | 6.38K | SH | $1.42M 0.19% | 378.00 | 0.00 | 6K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.29K | SH | $1.22M 0.17% | 0.00 | 0.00 | 2.29K |
NVIDIA CORPORATIONSOLE | COM | 9.88K | SH | $1.07M 0.15% | 0.00 | 0.00 | 9.88K |
MICROSOFT CORPSOLE | COM | 2.32K | SH | $870.9K 0.12% | 96.00 | 0.00 | 2.22K |
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