Hill Investment Group Partners, LLC DFIP — DIMENSIONAL ETF TRUST

Ownership history in Hill Investment Group Partners, LLC  ·  10 quarters on record

AI Ownership Summary

Hill Investment Group Partners, LLC reported DIMENSIONAL ETF TRUST (DFIP) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.01% in 2023 Q4. The latest visible filing shows DFIP at 3.97% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFIP 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
2025 Q4

DFIP was reported at 3.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

DFIP stock page Hill Investment Group Partners, LLC fund profile Hill Investment Group Partners, LLC full holdings
How Hill Investment Group Partners, LLC held DFIP — position size vs. price
% of Fund (quarterly)    DFIP 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)
2025 Q4 ADDED — — — 802,608 +2,618 +0.3% 3.97% $33.4M 2026-02-14 (Est.) $42.04
2025 Q3 ADDED — — — 799,990 +1,885 +0.2% 4.12% $33.8M 2025-11-14 $41.55
2025 Q2 ADDED — — — 798,105 +8,421 +1.1% 4.35% $33.4M 2025-08-12 $40.99
2025 Q1 REDUCED — — — 789,684 -8,299 -1.0% 4.57% $33.3M 2025-05-14 $39.84
2024 Q4 REDUCED — — — 797,983 -4,799 -0.6% 4.33% $32.3M 2025-02-14 $39.28
2024 Q3 REDUCED — — — 802,782 -8,327 -1.0% 4.54% $32.7M 2024-11-14 $38.71
2024 Q2 REDUCED — — — 811,109 -11,308 -1.4% 4.48% $33.3M 2024-08-05 $39.32
2024 Q1 REDUCED — — — 822,417 -2,570 -0.3% 4.79% $33.9M 2024-05-14 $37.72
2023 Q4 ADDED — — — 824,987 +112,621 +15.8% 5.01% $34.1M 2024-01-18 $37.70
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFIP

As of 2026 Q1 — sorted by position size

Physician Wealth Solutions Inc. 7.39% Yardley Wealth Management LLC 6.16% Matson Money. Inc. 3Y 7Y 4.97% Fortitude Family Office, LLC 4.7% Planning Center, Inc. 3Y 4.48% Five Oceans Advisors 3Y 3.84% Level Financial Advisors 3Y 3.65% Ares Financial Consulting, LLC 3.43% Core Wealth Management, Inc. 3Y 3.24% Vestment Financial LLC 3.15%

FAQ About Hill Investment Group Partners, LLC and DFIP

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 DFIP?

Hill Investment Group Partners, LLC reported DFIP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for DFIP was 5.01% in 2023 Q4.

What is the latest reported DFIP position on this page?

The most recent filing on this page is 2025 Q4, when Hill Investment Group Partners, LLC reported 802,608 shares, equal to 3.97% of portfolio, with an estimated market value of $33.4M.

What does the chart on this DFIP ownership page compare?

The chart compares Hill Investment Group Partners, LLC's quarterly DFIP 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 DFIP position?

Based on 13F filing dates vs. subsequent DFIP price moves, Hill Investment Group Partners, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on DFIP relative to SPY over the holding period was -13.2%.

← Back to Hill Investment Group Partners, LLC Holdings