Hemington Wealth Management
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Hemington Wealth Management reported 1,725 stock positions worth $769.3 million. Its top holding was Dimensional Core Fixed (DFCF) at 14.8% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 13.0%) and Dimensional International (DFAI, 7.4%). Compared with Q2 2025, it opened 76 new positions, sold out of 40, added to 930 and reduced 425. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −1%).
- Most Recent 13F
- Q3 2025
- Location
- FALLS CHURCH, VA
- CIK
- 0001838234
- Portfolio Value
- $769.3M (Q3 2025)
- SEC Filing
- 0001838234-25-000003 ↗ filed Oct 24, 2025
Holdings Value
Holdings 1,725 stocks · $769.3M
| DFCF Dimensional Core Fixed Inc. | 14.81% | 2,664,224 | $113.9M | Add +8.7% |
| DFAU Dimensional US Core Equity M | 13.02% | 2,189,329 | $100.2M | Add +2.6% |
| DFAI Dimensional International Co. | 7.41% | 1,569,043 | $57.0M | Add +6.4% |
| VTI VG Morningstar TS MKT ETF-US | 6.38% | 149,465 | $49.0M | Reduce -1.1% |
| DXUV Dimensional US Vtor Eqty ETF | 5.13% | 674,841 | $39.4M | Add +11.1% |
| DFIP Dimensional Inflation-Protec | 5.01% | 912,827 | $38.5M | Add +19.2% |
| AAPL Apple Inc. | 4.91% | 148,441 | $37.8M | Add +0.3% |
| DFSD Dimensional Short Duration | 3.92% | 626,433 | $30.2M | Add +10.1% |
| DFEM Dimensional Emrg MRKT Core | 3.41% | 818,751 | $26.3M | Add +5.8% |
| VXUS Vanguard Total Intl Stock | 2.68% | 281,057 | $20.6M | Add +0.1% |
| DXIV Dimensional Intr Vtor E ETF | 2.53% | 316,361 | $19.5M | Add +7.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.29% | 94,279 | $17.6M | Reduce -1.8% |
| DFAC Dimensional US Core Equity 2 | 2.06% | 410,039 | $15.8M | Reduce -2.1% |
| DFAR Dimensional US Real Est ETF | 1.44% | 465,050 | $11.1M | Add +3.8% |
| DFAX Dimensional World Ex US Core | 1.32% | 323,147 | $10.1M | Reduce -3.5% |
| MSFT Microsoft Corp. | 1.05% | 15,523 | $8.0M | Add +3.5% |
| DFUS Dimensional US Eq MKT ETF | 1.03% | 109,308 | $7.9M | Reduce -0.3% |
| DFGR Dim Global Real Estate ETF | 0.76% | 215,061 | $5.9M | Add +22.9% |
| VWO Vanguard Ftse Emerging Marke | 0.69% | 98,405 | $5.3M | Reduce -1.0% |
| DFUV Dimensional US Marketwide Va | 0.67% | 115,604 | $5.2M | Reduce -2.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.63% | 60,830 | $4.9M | Reduce -1.2% |
| NVDA Nvidia Corp. | 0.62% | 25,465 | $4.8M | Add +8.2% |
| IVV iShares Core S&P 500 ETF | 0.58% | 6,679 | $4.5M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.53% | 22,041 | $4.1M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.50% | 17,671 | $3.9M | Add +16.4% |
| VT Vanguard Tot World STK ETF | 0.48% | 26,578 | $3.7M | Add +1.5% |
| VSS Vanguard Ftse All Wo X-US SC | 0.47% | 25,518 | $3.6M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 0.47% | 5,859 | $3.6M | No change |
| JPM JPMorgan Chase & Co. | 0.42% | 10,273 | $3.2M | Add +1.8% |
| OEF iShares S&P 100 ETF | 0.34% | 7,883 | $2.6M | Reduce -7.8% |
| VNQ Vanguard Real Estate ETF | 0.29% | 24,588 | $2.2M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 0.29% | 9,022 | $2.2M | Add +5.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 4,128 | $2.1M | Add +9.7% |
| LFST Lifestance Health Group Inc. | 0.27% | 376,320 | $2.1M | Add +0.1% |
| DFAS Dimensional US Small Cap ETF | 0.26% | 29,511 | $2.0M | No change |
| GOOGL Alphabet Inc. Class A | 0.25% | 7,828 | $1.9M | Add +11.4% |
| META Meta Platforms Inc. Class A | 0.23% | 2,358 | $1.7M | Add +6.1% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 11,359 | $1.7M | No change |
| IVLU iShares MSCI International V | 0.21% | 45,681 | $1.6M | Reduce -0.8% |
| EFA iShares MSCI Eafe ETF | 0.21% | 17,170 | $1.6M | Reduce -0.1% |
| BN Brookfield Corp. | 0.19% | 21,289 | $1.5M | No change |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.18% | 133,426 | $1.4M | Add +1.9% |
| TSLA Tesla Inc. | 0.18% | 3,160 | $1.4M | Add +2.5% |
| AVGO Broadcom Inc. | 0.18% | 4,112 | $1.4M | Add +6.9% |
| MA Mastercard Inc. Class A | 0.16% | 2,206 | $1.3M | Add +2.1% |
| IWF iShares Russell 1000 Growth | 0.16% | 2,677 | $1.3M | Add +1.4% |
| DISV Dimensional International SM | 0.15% | 31,442 | $1.1M | Reduce -3.4% |
| DCOR Dimensional US Core Eq 1 ETF | 0.15% | 15,526 | $1.1M | No change |
| HD Home Depot Inc. | 0.14% | 2,751 | $1.1M | Add +7.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.14% | 1,139 | $1.1M | Reduce -0.3% |
| BND Vanguard Total Bond Market | 0.14% | 14,414 | $1.1M | Add +4.1% |
| COST Costco Wholesale Corp. | 0.13% | 1,112 | $1.0M | Reduce -1.1% |
| IWD iShares Russell 1000 Value E | 0.13% | 5,010 | $1.0M | Reduce -0.8% |
| DFIC Dimensional International Co. | 0.13% | 29,675 | $973K | Reduce -3.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 2,014 | $965K | No change |
| NEE Nextera Energy Inc. | 0.12% | 12,274 | $926K | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 0.12% | 14,008 | $923K | No change |
| V Visa Inc. Class A | 0.12% | 2,652 | $905K | Add +7.8% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 4,620 | $876K | Add +4520.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 4,040 | $843K | No change |
| VTIP Vanguard Short-Term Tips | 0.10% | 15,574 | $788K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 2,697 | $760K | Add +3.0% |
| NFLX Netflix Inc. | 0.10% | 631 | $756K | Add +2.8% |
| AMGN Amgen Inc. | 0.10% | 2,663 | $751K | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 3,356 | $724K | No change |
| LLY Eli Lilly & Co. | 0.09% | 937 | $714K | Reduce -0.9% |
| NUE Nucor Corp. | 0.09% | 5,253 | $711K | Add +0.8% |
| ABBV Abbvie Inc. | 0.09% | 3,048 | $705K | Add +6.8% |
| EFV iShares MSCI Eafe Value ETF | 0.09% | 10,070 | $683K | No change |
| FVD First Trust Value Line DVD | 0.09% | 14,576 | $673K | Add +4005.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 988 | $658K | Add +1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 5,313 | $608K | Reduce -1.2% |
| ORCL Oracle Corp. | 0.08% | 2,126 | $597K | Add +4.3% |
| CVNA Carvana Co. | 0.08% | 1,580 | $596K | Reduce -0.4% |
| AXP American Express Co. | 0.08% | 1,780 | $591K | Add +3.2% |
| WMT Walmart Inc. | 0.08% | 5,695 | $586K | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 8,673 | $566K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 10,928 | $563K | Add +3.1% |
| ADP Automatic Data Processing | 0.07% | 1,854 | $544K | Reduce -0.2% |
| DFIV Dimensional International Va | 0.07% | 11,582 | $534K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 890 | $534K | No change |
| DFAT Dimensional US Target Value | 0.07% | 8,700 | $506K | No change |
| PM Philip Morris International | 0.06% | 3,064 | $496K | Add +21.8% |
| AGG iShares Core U.S. Aggregate | 0.06% | 4,739 | $475K | Add +0.4% |
| PG The Procter & Gamble Co. | 0.06% | 3,007 | $462K | Reduce -7.0% |
| GSLC Goldman Activebeta US LC ETF | 0.06% | 3,442 | $448K | No change |
| XOM Exxon Mobil Corp. | 0.06% | 3,962 | $446K | Add +9.3% |
| AFRM Affirm Holdings Inc. | 0.06% | 5,933 | $433K | Add +0.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.06% | 1,431 | $425K | Reduce -9.5% |
| ESGV Vanguard ESG US Stock ETF | 0.05% | 3,511 | $415K | No change |
| GLD SPDR Gold Shares | 0.05% | 1,143 | $406K | Add +4133.3% |
| MS Morgan Stanley | 0.05% | 2,442 | $388K | Add +6.4% |
| ACWI iShares MSCI Acwi ETF | 0.05% | 2,670 | $369K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.05% | 1,436 | $368K | Reduce -13.7% |
| ABT Abbott Laboratories | 0.05% | 2,739 | $366K | Add +5.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.05% | 3,296 | $364K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.05% | 5,297 | $362K | Add +3.8% |
| ORLY O'reilly Automotive Inc. | 0.05% | 3,271 | $352K | Add +4.2% |
| QCOM Qualcomm Inc. | 0.05% | 2,097 | $348K | Add +4.0% |
| MCD McDonald's Corp. | 0.04% | 1,128 | $342K | Add +4.1% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $7K (not counted above)
Total filed on the 13F, all lines: $769.3M.
Portfolio Sells Q2 2025 → Q3 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.1% | 6.38% | −0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.8% | 2.29% | −0.17 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.1% | 2.06% | −0.12 |
| TGLB T Rowe Price Global Equi ETF | Sold out | 0.00% | −0.11 |
| DFAX Dimensional World Ex US Core | Reduce -3.5% | 1.32% | −0.11 |
| DFUV Dimensional US Marketwide Va | Reduce -2.0% | 0.67% | −0.05 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.2% | 0.63% | −0.04 |
| OEF iShares S&P 100 ETF | Reduce -7.8% | 0.34% | −0.04 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.3% | 1.03% | −0.04 |
| GWW WW Grainger Inc. | Reduce -0.3% | 0.14% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -1.7% | 0.29% | −0.03 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -1.2% | 0.47% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 0.13% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 0.58% | −0.02 |
| LRGF iShares US Equity Factor ETF | Sold out | 0.00% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.0% | 0.69% | −0.02 |
| DIS The Walt Disney Co. | Reduce -1.2% | 0.08% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -7.0% | 0.06% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 0.21% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -0.9% | 0.09% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -40.0% | 0.02% | −0.01 |
| TIDAL TRUST II | Sold out | 0.00% | −0.01 |
| BALL Ball Corp. | Reduce -88.0% | 0.00% | −0.01 |
| ADP Automatic Data Processing | Reduce -0.2% | 0.07% | −0.01 |
| CRM Salesforce Inc. | Reduce -22.3% | 0.02% | −0.01 |
| ACN Accenture PLC Class A | Reduce -31.1% | 0.01% | −0.01 |
| DFIC Dimensional International Co. | Reduce -3.2% | 0.13% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -8.8% | 0.03% | −0.01 |
| ADBE Adobe Inc. | Reduce -3.7% | 0.04% | −0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -13.7% | 0.05% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -3.5% | 0.03% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.8% | 0.13% | −0.01 |
| DISV Dimensional International SM | Reduce -3.4% | 0.15% | −0.01 |
| HES Hess Corp. | Sold out | 0.00% | −0.01 |
| IVLU iShares MSCI International V | Reduce -0.8% | 0.21% | −0.01 |
| INTU Intuit Inc. | Reduce -0.6% | 0.03% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -9.5% | 0.06% | −0.01 |
| DE Deere & Co. | Reduce -1.3% | 0.03% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -14.7% | 0.01% | −0.01 |
| SIGI Selective Insurance Group | Reduce -0.2% | 0.03% | −0.01 |
| PGR Progressive Corp. | Reduce -2.0% | 0.03% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -9.0% | 0.02% | −0.01 |
| NOW ServiceNow Inc. | Reduce -0.5% | 0.02% | −0.01 |
| TIDAL TRUST II | Sold out | 0.00% | −0.01 |
| FTNT Fortinet Inc. | Reduce -16.0% | 0.01% | −0.01 |
| ELV Elevance Health Inc. | Reduce -19.4% | 0.01% | −0.00 |
| SYK Stryker Corp. | Reduce -2.4% | 0.02% | −0.00 |
| RSG Republic Services Inc. | Reduce -0.1% | 0.02% | −0.00 |
| TDG Transdigm Group Inc. | Reduce -4.8% | 0.01% | −0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.3% | 0.02% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +0.3% | 4.91% | +0.52 |
| DFIP Dimensional Inflation-Protec | Add +19.2% | 5.01% | +0.37 |
| DXUV Dimensional US Vtor Eqty ETF | Add +11.1% | 5.13% | +0.36 |
| RSP Invesco S&P 500 Equal Weight | Add +4520.0% | 0.11% | +0.11 |
| DFEM Dimensional Emrg MRKT Core | Add +5.8% | 3.41% | +0.09 |
| FVD First Trust Value Line DVD | Add +4005.9% | 0.09% | +0.09 |
| DFGR Dim Global Real Estate ETF | Add +22.9% | 0.76% | +0.08 |
| NVDA Nvidia Corp. | Add +8.2% | 0.62% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +11.4% | 0.25% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +5.5% | 0.29% | +0.07 |
| DXIV Dimensional Intr Vtor E ETF | Add +7.7% | 2.53% | +0.06 |
| GLD SPDR Gold Shares | Add +4133.3% | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +2.5% | 0.18% | +0.04 |
| DFAI Dimensional International Co. | Add +6.4% | 7.41% | +0.03 |
| TLS Telos Corporation | Add +200.1% | 0.04% | +0.03 |
| AVGO Broadcom Inc. | Add +6.9% | 0.18% | +0.02 |
| AMZN Amazon.com Inc. | Add +16.4% | 0.50% | +0.02 |
| ABBV Abbvie Inc. | Add +6.8% | 0.09% | +0.01 |
| ORCL Oracle Corp. | Add +4.3% | 0.08% | +0.01 |
| NSC Norfolk Southern Corp. | Add +79.2% | 0.03% | +0.01 |
| PEP Pepsico Inc. | Add +75.6% | 0.03% | +0.01 |
| APP AppLovin Corp. Class A | Add +7.7% | 0.02% | +0.01 |
| HD Home Depot Inc. | Add +7.7% | 0.14% | +0.01 |
| CVX Chevron Corp. | Add +29.9% | 0.04% | +0.01 |
| GE General Electric | Add +21.6% | 0.04% | +0.01 |
| KTOS Kratos Defense & Security | Add +2.2% | 0.02% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +11.2% | 0.03% | +0.01 |
| LRCX Lam Research Corp. | Add +4.3% | 0.03% | +0.01 |
| MU Micron Technology Inc. | Add +9.8% | 0.03% | +0.01 |
| AMD Advanced Micro Devices | Add +28.4% | 0.03% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.01% | +0.01 |
| APH Amphenol Corp. Class A | Add +13.3% | 0.03% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +16.5% | 0.03% | +0.01 |
| INTC Intel Corp. | Add +96.9% | 0.01% | +0.01 |
| VYM Vanguard High DVD Yield ETF | New | 0.01% | +0.01 |
| CAT Caterpillar Inc. | Add +6.2% | 0.04% | +0.01 |
| HOOD Robinhood Markets Inc. Class A | Add +9.1% | 0.02% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.7% | 0.27% | +0.01 |
| COP Conocophillips | Add +57.7% | 0.02% | +0.01 |
| GLW Corning Inc. | Add +4.9% | 0.02% | +0.01 |
| PFE Pfizer Inc. | Add +58.4% | 0.01% | +0.01 |
| MO Altria Group Inc. | Add +33.9% | 0.02% | +0.00 |
| ORLY O'reilly Automotive Inc. | Add +4.2% | 0.05% | +0.00 |
| KLAC KLA Corp. | Add +6.4% | 0.04% | +0.00 |
| AMAT Applied Materials Inc. | Add +24.5% | 0.02% | +0.00 |
| GEV GE Vernova Inc. | Add +23.5% | 0.02% | +0.00 |
| MAS Masco Corp. | Add +63.3% | 0.01% | +0.00 |
| PHM Pultegroup Inc. | Add +2.6% | 0.03% | +0.00 |
| TJX TJX Companies Inc. | Add +12.5% | 0.03% | +0.00 |
| C Citigroup Inc. | Add +11.7% | 0.02% | +0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| ACHR.WS Archer Aviation Inc. -CW26 | *W EXP 09/16/202 | Sold out | 500 | $1Kbefore exit |
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | Reduce -98.0% | 27 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 1,725 | $769.3M | DFCF, DFAU, DFAI, VTI, DXUV |
| Q2 2025 | 1,688 | $690.6M | DFCF, DFAU, DFAI, VTI, DXUV |
| Q1 2025 | 1,738 | $644.6M | DFCF, DFAU, DFAI, VTI, AAPL |
| Q4 2024 | 1,789 | $397.5M | VTI, AAPL, DFCF, DFAU, VXUS |
| Q3 2024 | 1,803 | $371.2M | VTI, AAPL, DFCF, DFAU, VXUS |
| Q2 2024 | 113 | $296.6M | VTI, AAPL, DFCF, VXUS, VTV |
| Q1 2024 | 113 | $276.0M | VTI, AAPL, VXUS, DFCF, VTV |