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 |
|---|---|---|
| Top 20 Holdings Weighted | +18.25% | +65.34% |
| Top 20 Holdings Unweighted | +17.56% | +62.46% |
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