Hill Investment Group Partners, LLC DFGX — DIMENSIONAL ETF TRUST

Ownership history in Hill Investment Group Partners, LLC  ·  9 quarters on record

AI Ownership Summary

Hill Investment Group Partners, LLC reported DIMENSIONAL ETF TRUST (DFGX) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 6.53% in 2025 Q1. The latest visible filing shows DFGX at 3.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hill Investment Group Partners, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFGX was reported at 3.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.53% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFGX stock page Hill Investment Group Partners, LLC fund profile Hill Investment Group Partners, LLC full holdings
How Hill Investment Group Partners, LLC held DFGX — position size vs. price
% of Fund (quarterly)    DFGX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 30.4% +2.4% ❌ 678,537 -295,733 -30.4% 3.93% $35.6M 2026-05-12 $52.54
2025 Q4 ADDED — — — 974,270 +39,137 +4.2% 6.10% $51.3M 2026-02-17 $53.41
2025 Q3 ADDED — — — 935,133 +22,586 +2.5% 6.15% $50.5M 2025-11-14 $52.72
2025 Q2 ADDED — — — 912,547 +2,459 +0.3% 6.34% $48.7M 2025-08-12 $52.07
2025 Q1 REDUCED — — — 910,088 -2,147 -0.2% 6.53% $47.6M 2025-05-14 $51.00
2024 Q4 ADDED — — — 912,235 +114,635 +14.4% 6.40% $47.7M 2025-02-14 $51.23
2024 Q3 REDUCED — — — 797,600 -4,274 -0.5% 5.81% $41.8M 2024-11-14 $50.57
2024 Q2 ADDED — — — 801,874 +191,887 +31.5% 5.70% $42.3M 2024-08-05 $50.53
2024 Q1 INITIATED — — — 609,987 — — 4.57% $32.3M 2024-05-14 $49.01

🏢 Other funds also holding DFGX

As of 2026 Q2 — sorted by position size

Verisail Partners, LLC 8.96% SageOak Financial, LLC 8.6% Yardley Wealth Management LLC 6.16% Vermillion Wealth Management, Inc. 4.49% 3 FACTOR INDEXING, LLC 2.55% Optimus Capital Advisors, LLC 2.52% Elser Financial Planning, Inc 1.81% Apella Capital, LLC 3Y 1.7% Porter White Investment Advisors, Inc. 1.62% Outbound Financial Inc 1.13%

FAQ About Hill Investment Group Partners, LLC and DFGX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hill Investment Group Partners, LLC reported owning DFGX?

Hill Investment Group Partners, LLC reported DFGX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DFGX position in Hill Investment Group Partners, LLC's portfolio?

The largest reported portfolio weight for DFGX was 6.53% in 2025 Q1.

What is the latest reported DFGX position on this page?

The most recent filing on this page is 2026 Q1, when Hill Investment Group Partners, LLC reported 678,537 shares, equal to 3.93% of portfolio, with an estimated market value of $35.6M.

What does the chart on this DFGX ownership page compare?

The chart compares Hill Investment Group Partners, LLC's quarterly DFGX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hill Investment Group Partners, LLC time their DFGX position?

Based on 13F filing dates vs. subsequent DFGX price moves, Hill Investment Group Partners, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on DFGX relative to SPY over the holding period was -13.9%.

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