Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HILL INVESTMENT GROUP PARTNERS LLC | 05-14-2024 | 03-31-2024 | 69 | 708,213,937 |
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 | $158,339,176 | 4,955,843 | 0.02 | 0.02 | -10,737 | -0.22 | 03-31-2024 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 2 | $62,086,933 | 1,505,138 | 0.01 | 0.01 | -722,694 | -32.44 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 3 | $60,098,221 | 641,321 | 0.01 | 0.01 | 5,440 | 0.86 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 4 | $52,871,957 | 1,976,522 | 0.01 | 0.01 | 7,828 | 0.40 | 03-31-2024 |
