Hemington Wealth Management
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Hemington Wealth Management reported 1,738 stock positions worth $644.6 million. Its top holding was Dimensional Core Fixed (DFCF) at 15.5% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 13.3%) and Dimensional International (DFAI, 6.9%). Compared with Q4 2024, it opened 27 new positions, sold out of 80, added to 1,082 and reduced 368. The biggest buy was Dimensional US Core Equity M (DFAU, shares +290%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −6%).
- Most Recent 13F
- Q3 2025
- Location
- FALLS CHURCH, VA
- CIK
- 0001838234
- Portfolio Value
- $644.6M (Q1 2025)
- SEC Filing
- 0001842974-25-000012 ↗ filed May 9, 2025
Holdings Value
Holdings 1,738 stocks · $644.6M
| DFCF Dimensional Core Fixed Inc. | 15.48% | 2,372,465 | $99.8M | Add +195.5% |
| DFAU Dimensional US Core Equity M | 13.33% | 2,234,748 | $85.9M | Add +290.0% |
| DFAI Dimensional International Co. | 6.89% | 1,421,511 | $44.4M | Add +275.3% |
| VTI VG Morningstar TS MKT ETF-US | 6.81% | 159,688 | $43.9M | Reduce -6.4% |
| AAPL Apple Inc. | 5.14% | 149,258 | $33.2M | Add +0.0% |
| DFIP Dimensional Inflation-Protec | 4.70% | 719,376 | $30.3M | Add +189.6% |
| DFSD Dimensional Short Duration | 4.11% | 557,941 | $26.5M | Add +131.8% |
| DXUV Dimensional US Vtor Eqty ETF | 4.08% | 523,768 | $26.3M | New |
| DFEM Dimensional Emrg MRKT Core | 3.02% | 734,519 | $19.4M | Add +203.5% |
| VXUS Vanguard Total Intl Stock | 2.82% | 292,783 | $18.2M | Reduce -1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.57% | 96,026 | $16.6M | Reduce -5.1% |
| DXIV Dimensional Intr Vtor E ETF | 2.31% | 287,204 | $14.9M | New |
| DFAC Dimensional US Core Equity 2 | 2.27% | 443,697 | $14.6M | Reduce -2.9% |
| DFAR Dimensional US Real Est ETF | 1.75% | 475,839 | $11.3M | Add +130.5% |
| DFAX Dimensional World Ex US Core | 1.38% | 340,511 | $8.9M | Reduce -1.1% |
| MSFT Microsoft Corp. | 0.83% | 14,229 | $5.3M | Add +1.0% |
| DFUS Dimensional US Eq MKT ETF | 0.76% | 80,639 | $4.9M | Reduce -12.5% |
| DFUV Dimensional US Marketwide Va | 0.75% | 117,940 | $4.9M | Reduce -2.9% |
| VWO Vanguard Ftse Emerging Marke | 0.73% | 104,064 | $4.7M | Reduce -0.9% |
| IDEV iShares Core MSCI Dev MKTS | 0.69% | 64,183 | $4.4M | Reduce -1.4% |
| DFGR Dim Global Real Estate ETF | 0.62% | 152,116 | $4.0M | Add +832.6% |
| JNJ Johnson & Johnson | 0.61% | 23,883 | $4.0M | Add +35.3% |
| IVV iShares Core S&P 500 ETF | 0.59% | 6,730 | $3.8M | Reduce -2.2% |
| VT Vanguard Tot World STK ETF | 0.48% | 26,497 | $3.1M | Reduce -9.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.47% | 26,081 | $3.0M | No change |
| VOO Vanguard S&P 500 ETF | 0.47% | 5,859 | $3.0M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.45% | 15,087 | $2.9M | Add +4.4% |
| VNQ Vanguard Real Estate ETF | 0.40% | 28,352 | $2.6M | No change |
| LFST Lifestance Health Group Inc. | 0.39% | 376,133 | $2.5M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.38% | 9,923 | $2.4M | Add +2.4% |
| NVDA Nvidia Corp. | 0.37% | 21,950 | $2.4M | Add +0.7% |
| OEF iShares S&P 100 ETF | 0.36% | 8,551 | $2.3M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 3,686 | $2.0M | Reduce -1.4% |
| DFAS Dimensional US Small Cap ETF | 0.27% | 29,511 | $1.8M | No change |
| DFSV Dimensional US Small Cap Val | 0.24% | 55,284 | $1.6M | Reduce -62.7% |
| IVLU iShares MSCI International V | 0.22% | 45,988 | $1.4M | Reduce -0.1% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 11,359 | $1.4M | Reduce -0.4% |
| DISV Dimensional International SM | 0.21% | 47,214 | $1.4M | Reduce -54.4% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.21% | 130,946 | $1.3M | Add +4.2% |
| GOOG Alphabet Inc. Class C | 0.20% | 8,438 | $1.3M | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 0.20% | 15,858 | $1.3M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 0.20% | 2,209 | $1.3M | Add +12.0% |
| MA Mastercard Inc. Class A | 0.18% | 2,164 | $1.2M | Add +5.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.17% | 1,139 | $1.1M | Add +0.9% |
| BN Brookfield Corp. | 0.17% | 21,290 | $1.1M | No change |
| BND Vanguard Total Bond Market | 0.17% | 15,008 | $1.1M | Reduce -8.6% |
| GOOGL Alphabet Inc. Class A | 0.16% | 6,850 | $1.1M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.16% | 1,111 | $1.1M | Add +1.2% |
| ISRG Intuitive Surgical Inc. | 0.16% | 2,122 | $1.1M | Add +1.7% |
| IWF iShares Russell 1000 Growth | 0.16% | 2,828 | $1.0M | Reduce -4.7% |
| IWD iShares Russell 1000 Value E | 0.15% | 5,068 | $953K | Reduce -1.6% |
| DCOR Dimensional US Core Eq 1 ETF | 0.15% | 15,526 | $952K | Reduce -3.8% |
| HD Home Depot Inc. | 0.14% | 2,483 | $909K | Add +2.5% |
| NEE Nextera Energy Inc. | 0.13% | 12,232 | $867K | Add +1.8% |
| DFIC Dimensional International Co. | 0.13% | 30,690 | $852K | No change |
| V Visa Inc. Class A | 0.13% | 2,425 | $849K | Add +7.7% |
| AMGN Amgen Inc. | 0.13% | 2,699 | $840K | Add +4.6% |
| TSLA Tesla Inc. | 0.13% | 3,163 | $819K | Add +8.2% |
| LLY Eli Lilly & Co. | 0.13% | 985 | $813K | Add +14.4% |
| VTIP Vanguard Short-Term Tips | 0.12% | 15,574 | $777K | Reduce -14.0% |
| IEMG iShares Core MSCI Emerging | 0.12% | 13,977 | $754K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 4,040 | $752K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 2,014 | $746K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 3,356 | $651K | Reduce -2.3% |
| AVGO Broadcom Inc. | 0.10% | 3,742 | $626K | Add +4.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 2,484 | $617K | Add +7.3% |
| UNH Unitedhealth Group Inc. | 0.09% | 1,154 | $604K | Add +2.5% |
| EFV iShares MSCI Eafe Value ETF | 0.09% | 10,056 | $592K | No change |
| ABBV Abbvie Inc. | 0.09% | 2,718 | $569K | Add +7.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 5,628 | $555K | Add +1.9% |
| NFLX Netflix Inc. | 0.09% | 593 | $552K | Add +13.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 978 | $547K | Reduce -1.6% |
| ADP Automatic Data Processing | 0.08% | 1,758 | $537K | Add +1.1% |
| PG The Procter & Gamble Co. | 0.08% | 3,121 | $531K | Add +2.0% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 8,665 | $505K | Reduce -3.8% |
| WMT Walmart Inc. | 0.07% | 5,423 | $476K | Add +5.3% |
| DFIV Dimensional International Va | 0.07% | 11,582 | $455K | Reduce -5.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 10,794 | $450K | Reduce -7.6% |
| DFAT Dimensional US Target Value | 0.07% | 8,700 | $447K | Reduce -0.7% |
| AXP American Express Co. | 0.07% | 1,661 | $446K | Add +2.3% |
| XOM Exxon Mobil Corp. | 0.07% | 3,616 | $430K | Add +23.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 890 | $417K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.06% | 1,581 | $398K | Reduce -15.0% |
| AGG iShares Core U.S. Aggregate | 0.06% | 3,982 | $393K | Reduce -8.7% |
| GSLC Goldman Activebeta US LC ETF | 0.06% | 3,442 | $378K | No change |
| PM Philip Morris International | 0.06% | 2,359 | $374K | Add +7.3% |
| ADBE Adobe Inc. | 0.06% | 955 | $366K | Add +0.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.06% | 3,291 | $363K | No change |
| MRK Merck & Co. Inc. | 0.05% | 3,864 | $346K | Reduce -4.6% |
| ESGV Vanguard ESG US Stock ETF | 0.05% | 3,511 | $343K | No change |
| MCD McDonald's Corp. | 0.05% | 1,089 | $340K | Add +6.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.05% | 1,663 | $336K | Reduce -36.6% |
| CVNA Carvana Co. | 0.05% | 1,607 | $335K | Add +1.4% |
| ACWI iShares MSCI Acwi ETF | 0.05% | 2,730 | $317K | Reduce -25.4% |
| QCOM Qualcomm Inc. | 0.05% | 2,066 | $317K | Add +8.5% |
| ABT Abbott Laboratories | 0.05% | 2,340 | $310K | Add +8.6% |
| CVX Chevron Corp. | 0.05% | 1,800 | $301K | Add +3.9% |
| CSCO Cisco Systems Inc. | 0.05% | 4,803 | $296K | Add +4.1% |
| ORLY O'reilly Automotive Inc. | 0.05% | 207 | $296K | Add +4.5% |
| SIGI Selective Insurance Group | 0.05% | 3,232 | $295K | Add +0.7% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $10K (not counted above)
Total filed on the 13F, all lines: $644.6M.
Portfolio Sells Q4 2024 → Q1 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.4% | 6.81% | −5.63 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.1% | 2.57% | −1.74 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.9% | 2.27% | −1.71 |
| VXUS Vanguard Total Intl Stock | Reduce -1.7% | 2.82% | −1.59 |
| DFSV Dimensional US Small Cap Val | Reduce -62.7% | 0.24% | −0.91 |
| DFAX Dimensional World Ex US Core | Reduce -1.1% | 1.38% | −0.77 |
| DFUS Dimensional US Eq MKT ETF | Reduce -12.5% | 0.76% | −0.72 |
| DFUV Dimensional US Marketwide Va | Reduce -2.9% | 0.75% | −0.50 |
| DISV Dimensional International SM | Reduce -54.4% | 0.21% | −0.48 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.9% | 0.73% | −0.43 |
| IVV iShares Core S&P 500 ETF | Reduce -2.2% | 0.59% | −0.43 |
| VT Vanguard Tot World STK ETF | Reduce -9.1% | 0.48% | −0.39 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.4% | 0.69% | −0.37 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 0.47% | −0.33 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.4% | 0.21% | −0.15 |
| IWF iShares Russell 1000 Growth | Reduce -4.7% | 0.16% | −0.14 |
| BND Vanguard Total Bond Market | Reduce -8.6% | 0.17% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 0.30% | −0.12 |
| DCOR Dimensional US Core Eq 1 ETF | Reduce -3.8% | 0.15% | −0.11 |
| EFA iShares MSCI Eafe ETF | Reduce -1.2% | 0.20% | −0.10 |
| VTIP Vanguard Short-Term Tips | Reduce -14.0% | 0.12% | −0.10 |
| IVLU iShares MSCI International V | Reduce -0.1% | 0.22% | −0.10 |
| IWD iShares Russell 1000 Value E | Reduce -1.6% | 0.15% | −0.09 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -36.6% | 0.05% | −0.08 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -15.0% | 0.06% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.3% | 0.10% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.8% | 0.08% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 0.08% | −0.06 |
| BAC Bank of America Corp. | Reduce -7.6% | 0.07% | −0.06 |
| ACWI iShares MSCI Acwi ETF | Reduce -25.4% | 0.05% | −0.06 |
| DFAT Dimensional US Target Value | Reduce -0.7% | 0.07% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -4.6% | 0.05% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -8.7% | 0.06% | −0.05 |
| DFIV Dimensional International Va | Reduce -5.0% | 0.07% | −0.04 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.3% | 0.04% | −0.03 |
| ROST Ross Stores Inc. | Reduce -0.6% | 0.04% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.4% | 0.03% | −0.03 |
| AMT American Tower Corp. | Reduce -27.3% | 0.03% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -36.1% | 0.02% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -7.5% | 0.01% | −0.02 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.0% | 0.02% | −0.02 |
| AMD Advanced Micro Devices | Reduce -3.5% | 0.02% | −0.02 |
| WST West Pharmaceutical Services | Reduce -3.0% | 0.01% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -5.7% | 0.03% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -16.9% | 0.01% | −0.01 |
| COIN Coinbase Global Inc. Class A | Reduce -0.3% | 0.01% | −0.01 |
| PNC PNC Financial Services Group | Reduce -1.0% | 0.01% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -10.5% | 0.01% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -8.4% | 0.02% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| DFAU Dimensional US Core Equity M | Add +290.0% | 13.33% | +7.49 |
| DFCF Dimensional Core Fixed Inc. | Add +195.5% | 15.48% | +7.15 |
| DFAI Dimensional International Co. | Add +275.3% | 6.89% | +4.10 |
| DXUV Dimensional US Vtor Eqty ETF | New | 4.08% | +4.08 |
| DXIV Dimensional Intr Vtor E ETF | New | 2.31% | +2.31 |
| DFIP Dimensional Inflation-Protec | Add +189.6% | 4.70% | +2.17 |
| DFEM Dimensional Emrg MRKT Core | Add +203.5% | 3.02% | +1.42 |
| DFSD Dimensional Short Duration | Add +131.8% | 4.11% | +1.27 |
| DFAR Dimensional US Real Est ETF | Add +130.5% | 1.75% | +0.55 |
| DFGR Dim Global Real Estate ETF | Add +832.6% | 0.62% | +0.52 |
| RDDT Reddit Inc. Class A | New | 0.00% | +0.00 |
| TKO Tko Group Holdings Inc. | Add +425.0% | 0.00% | +0.00 |
| DOCU Docusign Inc. | Add +318.1% | 0.00% | +0.00 |
| FOXA Fox Corp. Class A | Add +217.6% | 0.00% | +0.00 |
| EXEL Exelixis Inc. | Add +211.3% | 0.00% | +0.00 |
| VIRT Virtu Financial Inc. Class A | Add +459.1% | 0.00% | +0.00 |
| SPOT Spotify Technology SA | Add +77.8% | 0.01% | +0.00 |
| MMYT Makemytrip Ltd. | New | 0.00% | +0.00 |
| CVS CVS Health Corp. | Add +33.7% | 0.01% | +0.00 |
| CORT Corcept Therapeutics Inc. | Add +62.2% | 0.00% | +0.00 |
| GGG Graco Inc. | Add +151.0% | 0.00% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.00% | +0.00 |
| KHC The Kraft Heinz Co. | Add +153.8% | 0.00% | +0.00 |
| OKTA Okta Inc. | Add +100.0% | 0.00% | +0.00 |
| SAP Sap SE-Sponsored ADR | Add +130.0% | 0.00% | +0.00 |
| ACI Albertsons Cos Inc. Class A | Add +288.8% | 0.00% | +0.00 |
| CRK Comstock Resources Inc. | Add +173.6% | 0.00% | +0.00 |
| ED Consolidated Edison Inc. | Add +77.3% | 0.00% | +0.00 |
| KDP Keurig Dr Pepper Inc. | Add +140.4% | 0.00% | +0.00 |
| ES Eversource Energy | Add +158.8% | 0.00% | +0.00 |
| LTH Life Time Group Holdings Inc. | Add +203.5% | 0.00% | +0.00 |
| TPL Texas Pacific Land Corp. | Add +66.7% | 0.00% | +0.00 |
| WBD Warner Bros Discovery Inc. | Add +131.4% | 0.00% | +0.00 |
| CRH CRH PLC | Add +156.9% | 0.00% | +0.00 |
| STE Steris PLC | Add +119.3% | 0.00% | +0.00 |
| CPB The Campbell's Company | Add +172.9% | 0.00% | +0.00 |
| HEES H&E Equipment Services Inc. | Add +2.0% | 0.00% | +0.00 |
| NOV Nov Inc. | Add +323.2% | 0.00% | +0.00 |
| CVLT Commvault Systems Inc. | Add +126.9% | 0.00% | +0.00 |
| IBKR Interactive Brokers Gro Class A | Add +227.8% | 0.00% | +0.00 |
| KVUE Kenvue Inc. | Add +184.7% | 0.00% | +0.00 |
| LKQ LKQ Corp. | Add +64.3% | 0.00% | +0.00 |
| PRMB Primo Brands Corp. | New | 0.00% | +0.00 |
| BIV Vanguard Intermediate-Term B | New | 0.00% | +0.00 |
| CNH CNH Industrial NV | New | 0.00% | +0.00 |
| BMRN Biomarin Pharmaceutical Inc. | Add +112.3% | 0.00% | +0.00 |
| CZR Caesars Entertainment Inc. | Add +1050.0% | 0.00% | +0.00 |
| CNR Core Natural Resources Inc. | New | 0.00% | +0.00 |
| DAR Darling Ingredients Inc. | Add +445.2% | 0.00% | +0.00 |
| EQH Equitable Holdings Inc. | Add +75.6% | 0.00% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -18.8% | 290 | $8K |
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 |