StockDriftsStockDriftsTop 50 Hemington Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | 14.81% | 2.66M | $114K | +8.66%(+212.24K) | $41.71(+2.42%) | 2025-09-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 13.02% | 2.19M | $100K | +2.63%(+56.12K) | $39.55(+20.48%) | 2025-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 7.41% | 1.57M | $57K | +6.41%(+94.58K) | $30.91(+25.76%) | 2025-09-30 | |
| VTI | VANGUARD INDEX FDS | 6.38% | 149.5K | $49K | -1.10%(-1.66K) | $187.96(+80.96%) | 2025-09-30 | |
| DXUV | DIMENSIONAL ETF TRUST | 5.13% | 674.8K | $39K | +11.09%(+67.37K) | $52.95(+16.66%) | 2025-09-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 5.01% | 912.8K | $39K | +19.19%(+146.94K) | $41.31(+0.82%) | 2025-09-30 | |
| AAPL | APPLE INC | 4.91% | 148.4K | $38K | +0.32%(+472) | $136.34(+90.00%) | 2025-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.92% | 626.4K | $30K | +10.12%(+57.56K) | $47.29(+1.45%) | 2025-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.41% | 818.8K | $26K | +5.81%(+44.92K) | $26.71(+28.31%) | 2025-09-30 | |
| VXUS | VANGUARD STAR FDS | 2.68% | 281.1K | $21K | +0.10%(+276) | $57.39(+34.65%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.25% | +65.34% | — | — | +65.34% |
| Top 20 Holdings Unweighted | +17.56% | +62.46% | — | — | +62.46% |
Hemington Wealth Management reports $769.29K in US-listed equity holdings across 1,727 positions in its most recent 13F filing. Its largest disclosed positions are DFCF (14.8%), DFAU (13.0%) and DFAI (7.4%). The top 20 holdings account for 80.52% of reported assets. Its disclosed equity book has returned +65.34% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Hemington Wealth Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Hemington Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1838234). View Hemington Wealth Management’s 13F filings on SEC