HW

Hemington Wealth Management

13F
Hemington Wealth Management
Last update 2025-01-29 1793 Stocks (41 new)
Value $398.00 Mil Turnover 6 %
Countries:
Top Holdings: VTI(12.44%)AAPL(9.40%)DFCF(8.33%)DFAU(5.84%)VXUS(4.41%)
Summary Stock Picks Current Portfolio
Hemington Wealth Management Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
170,661
49,460.0
-1.81%
12.440
-0.24%
0.010
-9.72%
-6.66%
481,551.6
 
AAPL 		Apple Inc
149,244
37,370.0
+0.76%
9.400
+0.07%
0.000
-11.79%
-16.07%
3,153,658.9
Hardware
DFCF 		Dimensional Core Fixed Income ETF
802,799
33,130.0
+17.00%
8.330
+1.21%
0.550
+1.92%
+2.65%
6,577.4
 
DFAU 		Dimensional US Core Equity Market ETF
573,066
23,200.0
+12.23%
5.840
+0.64%
0.330
-9.95%
-6.95%
7,121.4
 
VXUS 		Vanguard Total International Stock
297,800
17,550.0
0%
4.410
0%
0.020
+4.89%
+8.21%
83,788.7
 
VTV 		Vanguard Value ETF
101,230
17,140.0
-4.10%
4.310
-0.20%
0.010
-5.93%
-2.14%
139,738.7
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
457,037
15,810.0
-1.54%
3.980
-0.07%
0.050
-10.44%
-7.20%
30,434.7
 
DFSD 		Dimensional Short-Duration Fixed Income ETF
240,739
11,290.0
+20.64%
2.840
+0.49%
0.290
+1.90%
+2.42%
4,416.2
 
DFAI 		Dimensional International Core Equity Market ETF
378,789
11,060.0
+45.20%
2.780
+0.87%
0.150
+6.58%
+10.78%
9,339.0
 
DFIP 		Dimensional Inflation-Protected Securities ETF
248,427
10,060.0
+34.26%
2.530
+0.65%
1.240
+3.15%
+4.42%
885.3
 

Hemington Wealth Management's Historical Top Holdings Breakdowns

Hemington Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFCF 		Dimensional Core Fixed Income ETF2024-12-31Add
+1.21%
●
41.16 ($42.08) 43.26
$41.89
-0.44%
Add 17%
802,799
116,667
DFAI 		Dimensional International Core Equity Market ETF2024-12-31Add
+0.87%
●
29 ($30.3) 31.5
$32.25
6.43%
Add 45.2%
378,789
117,913
DFIP 		Dimensional Inflation-Protected Securities ETF2024-12-31Add
+0.65%
●
40.31 ($41.25) 42.39
$41.86
1.48%
Add 34.26%
248,427
63,390
DFAU 		Dimensional US Core Equity Market ETF2024-12-31Add
+0.64%
●
39.27 ($40.88) 42.38
$37.59
-8.05%
Add 12.23%
573,066
62,435
DFSD 		Dimensional Short-Duration Fixed Income ETF2024-12-31Add
+0.49%
●
46.75 ($47.3) 47.8
$47.64
0.72%
Add 20.64%
240,739
41,190
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2024-12-31Add
+0.31%
●
26.16 ($27.16) 28.82
$26.42
-2.72%
Add 24.05%
241,994
46,910
VTI 		Vanguard Total Stock Market ETF2024-12-31Reduce
-0.24%
●
280.04 ($291.95) 302.45
$269.81
-7.58%
Reduce -1.81%
170,661
-3,153
DISV 		Dimensional International Small Cap Value ETF2024-12-31Add
+0.22%
●
26.18 ($27.42) 28.77
$30.23
10.23%
Add 47.89%
103,464
33,506
VTV 		Vanguard Value ETF2024-12-31Reduce
-0.20%
●
168.32 ($175.52) 181.87
$164.76
-6.13%
Reduce -4.1%
101,230
-4,323
DFAR 		Dimensional US Real Estate ETF2024-12-31Add
+0.18%
●
22.72 ($24.75) 25.76
$22.96
-7.23%
Add 17.64%
206,478
30,956

Hemington Wealth Management Total Holding History ($B)

To

Hemington Wealth Management's Asset Allocation

To

Hemington Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Hemington Wealth Management's Hypothetical Growth since 2024-12-31

Hemington Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Hemington Wealth Management's Holdings Heat Map

Size field:

Hemington Wealth Management's Holdings Bubble Chart

Hemington Wealth Management News

  • 1

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