HIGP
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Hill Investment Group Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Hill Investment Group Partners’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,119
Closed -$280K – 54
2025
Q3 		$280K Sell
6,119
-79
-1% -$3.48K 0.03% 46
2025
Q2 		$263K Buy
6,198
+377
+6% +$14.8K 0.03% 46
2025
Q1 		$224K Sell
5,821
-233
-4% -$9.45K 0.03% 47
2024
Q4 		$245K Sell
6,054
-74
-1% -$3.02K 0.03% 74
2024
Q3 		$230K Hold
6,128
– – 0.03% 63
2024
Q2 		$235K Sell
6,128
-1,035
-14% -$37.6K 0.03% 63
2024
Q1 		$262K Sell
7,163
-1,193
-14% -$41.3K 0.04% 60
2023
Q4 		$278K Sell
8,356
-5,135
-38% -$159K 0.04% 54
2023
Q3 		$404K Sell
13,491
-2,543
-16% -$79.2K 0.07% 46
2023
Q2 		$497K Sell
16,034
-3,064
-16% -$89.8K 0.09% 41
2023
Q1 		$549K Sell
19,098
-93
-0.5% -$2.63K 0.11% 40
2022
Q4 		$519K Sell
19,191
-8,342
-30% -$227K 0.13% 40
2022
Q3 		$692K Sell
27,533
-1,518
-5% -$42.3K 0.2% 31
2022
Q2 		$768K Sell
29,051
-5,143
-15% -$148K 0.21% 29
2022
Q1 		$1.08M Buy
34,194
+7,920
+30% +$246K 0.35% 21
2021
Q4 		$867K Buy
26,274
+599
+2% +$19.2K 0.51% 17
2021
Q3 		$774K Buy
25,675
+8,052
+46% +$249K 0.5% 16
2021
Q2 		$532K Buy
+17,623
New +$521K 0.44% 19

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return