Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HILL INVESTMENT GROUP PARTNERS LLC | 01-18-2024 | 12-31-2023 | 68 | 679,388,118 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $145,173,136 | 4,966,580 | 0.02 | 0.02 | 216,397 | 4.56 | 12-31-2023 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 2 | $93,190,210 | 2,227,832 | 0.01 | 0.01 | 66,590 | 3.08 | 12-31-2023 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 3 | $57,102,135 | 635,881 | 0.01 | 0.01 | 31,905 | 5.28 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 4 | $50,260,765 | 1,968,694 | 0.01 | 0.01 | -32,349 | -1.62 | 12-31-2023 |
