HIGP
DFUS

Hill Investment Group Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Hill Investment Group Partners’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-137,116
Closed -$8.74M – 55
2024
Q4 		$8.74M Sell
137,116
-21,372
-13% -$1.37M 1.17% 16
2024
Q3 		$9.35M Buy
158,488
+82
+0.1% +$4.91K 1.3% 17
2024
Q2 		$9.53M Buy
158,406
+1,814
+1% +$103K 1.28% 17
2024
Q1 		$8.92M Sell
156,592
-96
-0.1% -$5.2K 1.26% 17
2023
Q4 		$8.12M Sell
156,688
-3,701
-2% -$179K 1.2% 17
2023
Q3 		$7.47M Sell
160,389
-1,137
-0.7% -$55K 1.24% 14
2023
Q2 		$7.78M Sell
161,526
-1,778
-1% -$80.9K 1.4% 14
2023
Q1 		$7.26M Hold
163,304
– – 1.43% 14
2022
Q4 		$6.8M Sell
163,304
-4,349
-3% -$182K 1.64% 13
2022
Q3 		$6.51M Sell
167,653
-1,815
-1% -$78K 1.88% 13
2022
Q2 		$6.91M Sell
169,468
-35
-0% -$1.55K 1.93% 13
2022
Q1 		$8.31M Sell
169,503
-1,901
-1% -$91.9K 2.72% 9
2021
Q4 		$8.86M Sell
171,404
-7,426
-4% -$373K 5.18% 4
2021
Q3 		$8.43M Sell
178,830
-1,879
-1% -$90.9K 5.45% 4
2021
Q2 		$8.52M Buy
+180,709
New +$8.42M 7.04% 3

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Hill Investment Group Partners's DFUS Position: Q1 2025 in Review

Hill Investment Group Partners sold out of Dimensional US Equity ETF (DFUS) in Q1 2025, closing a stake of 137,116 shares — an estimated $8.74M sold.

Hill Investment Group Partners first reported a position in DFUS in Q2 2021 and held it in 15 quarters. The position peaked at $9.53M in Q2 2024. 703 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

  • Hill Investment Group Partners reported no remaining Dimensional US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Hill Investment Group Partners sold 137,116 Dimensional US Equity ETF shares in Q1 2025, an estimated $8.74M.
  • Hill Investment Group Partners first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 15 quarters.
  • Hill Investment Group Partners's Dimensional US Equity ETF position peaked at $9.53M in Q2 2024.
  • 703 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on Hill Investment Group Partners's 13F filing for Q1 2025, filed 14 May 2025.