Hemington Wealth Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Hemington Wealth Management reported 1,688 stock positions worth $690.6 million. Its top holding was Dimensional Core Fixed (DFCF) at 15.0% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 13.1%) and Dimensional International (DFAI, 7.4%). Compared with Q1 2025, it opened 24 new positions, sold out of 75, added to 850 and reduced 555. The biggest buy was Dimensional US Vtor Eqty ETF (DXUV, shares +16%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q3 2025
- Location
- FALLS CHURCH, VA
- CIK
- 0001838234
- Portfolio Value
- $690.6M (Q2 2025)
- SEC Filing
- 0001907157-25-000031 ↗ filed Jul 25, 2025
Holdings Value
Holdings 1,688 stocks · $690.6M
| DFCF Dimensional Core Fixed Inc. | 15.00% | 2,451,980 | $103.6M | Add +3.4% |
| DFAU Dimensional US Core Equity M | 13.08% | 2,133,206 | $90.4M | Reduce -4.5% |
| DFAI Dimensional International Co. | 7.38% | 1,474,459 | $51.0M | Add +3.7% |
| VTI VG Morningstar TS MKT ETF-US | 6.65% | 151,126 | $45.9M | Reduce -5.4% |
| DXUV Dimensional US Vtor Eqty ETF | 4.77% | 607,471 | $32.9M | Add +16.0% |
| DFIP Dimensional Inflation-Protec | 4.64% | 765,886 | $32.0M | Add +6.5% |
| AAPL Apple Inc. | 4.40% | 147,969 | $30.4M | Reduce -0.9% |
| DFSD Dimensional Short Duration | 3.95% | 568,872 | $27.3M | Add +2.0% |
| DFEM Dimensional Emrg MRKT Core | 3.33% | 773,826 | $23.0M | Add +5.3% |
| VXUS Vanguard Total Intl Stock | 2.81% | 280,781 | $19.4M | Reduce -4.1% |
| DXIV Dimensional Intr Vtor E ETF | 2.47% | 293,725 | $17.1M | Add +2.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.46% | 96,041 | $17.0M | Add +0.0% |
| DFAC Dimensional US Core Equity 2 | 2.17% | 418,748 | $15.0M | Reduce -5.6% |
| DFAR Dimensional US Real Est ETF | 1.52% | 448,161 | $10.5M | Reduce -5.8% |
| DFAX Dimensional World Ex US Core | 1.42% | 334,815 | $9.8M | Reduce -1.7% |
| MSFT Microsoft Corp. | 1.08% | 14,995 | $7.5M | Add +5.4% |
| DFUS Dimensional US Eq MKT ETF | 1.06% | 109,680 | $7.3M | Add +36.0% |
| DFUV Dimensional US Marketwide Va | 0.72% | 117,940 | $5.0M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.71% | 99,389 | $4.9M | Reduce -4.5% |
| DFGR Dim Global Real Estate ETF | 0.68% | 174,938 | $4.7M | Add +15.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.68% | 61,543 | $4.7M | Reduce -4.1% |
| IVV iShares Core S&P 500 ETF | 0.61% | 6,733 | $4.2M | Add +0.0% |
| NVDA Nvidia Corp. | 0.54% | 23,527 | $3.7M | Add +7.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.50% | 25,839 | $3.5M | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.49% | 22,294 | $3.4M | Reduce -6.7% |
| VT Vanguard Tot World STK ETF | 0.49% | 26,188 | $3.4M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 0.48% | 15,184 | $3.3M | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 0.48% | 5,859 | $3.3M | No change |
| JPM JPMorgan Chase & Co. | 0.42% | 10,088 | $2.9M | Add +1.7% |
| OEF iShares S&P 100 ETF | 0.38% | 8,551 | $2.6M | No change |
| VNQ Vanguard Real Estate ETF | 0.32% | 25,012 | $2.2M | Reduce -11.8% |
| LFST Lifestance Health Group Inc. | 0.28% | 376,101 | $1.9M | Reduce -0.0% |
| DFAS Dimensional US Small Cap ETF | 0.27% | 29,511 | $1.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 3,762 | $1.8M | Add +2.1% |
| META Meta Platforms Inc. Class A | 0.24% | 2,223 | $1.6M | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 0.22% | 17,180 | $1.5M | Add +8.3% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 11,359 | $1.5M | No change |
| GOOG Alphabet Inc. Class C | 0.22% | 8,554 | $1.5M | Add +1.4% |
| IVLU iShares MSCI International V | 0.22% | 46,045 | $1.5M | Add +0.1% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.20% | 130,938 | $1.4M | Reduce -0.0% |
| BN Brookfield Corp. | 0.19% | 21,289 | $1.3M | Reduce 0.0% |
| GOOGL Alphabet Inc. Class A | 0.18% | 7,029 | $1.2M | Add +2.6% |
| MA Mastercard Inc. Class A | 0.18% | 2,160 | $1.2M | Reduce -0.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.17% | 1,143 | $1.2M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.16% | 2,641 | $1.1M | Reduce -6.6% |
| COST Costco Wholesale Corp. | 0.16% | 1,124 | $1.1M | Add +1.2% |
| DISV Dimensional International SM | 0.15% | 32,533 | $1.1M | Reduce -31.1% |
| AVGO Broadcom Inc. | 0.15% | 3,847 | $1.1M | Add +2.8% |
| DCOR Dimensional US Core Eq 1 ETF | 0.15% | 15,526 | $1.0M | No change |
| BND Vanguard Total Bond Market | 0.15% | 13,851 | $1.0M | Reduce -7.7% |
| IWD iShares Russell 1000 Value E | 0.14% | 5,052 | $981K | Reduce -0.3% |
| TSLA Tesla Inc. | 0.14% | 3,084 | $979K | Reduce -2.5% |
| DFIC Dimensional International Co. | 0.14% | 30,655 | $953K | Reduce -0.1% |
| HD Home Depot Inc. | 0.14% | 2,555 | $936K | Add +2.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 2,014 | $882K | No change |
| V Visa Inc. Class A | 0.13% | 2,461 | $873K | Add +1.5% |
| NEE Nextera Energy Inc. | 0.12% | 12,248 | $850K | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.12% | 14,008 | $840K | Add +0.2% |
| NFLX Netflix Inc. | 0.12% | 614 | $822K | Add +3.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 4,040 | $787K | No change |
| VTIP Vanguard Short-Term Tips | 0.11% | 15,574 | $782K | No change |
| TGLB T Rowe Price Global Equi ETF | 0.11% | 30,245 | $774K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 2,618 | $771K | Add +5.4% |
| AMGN Amgen Inc. | 0.11% | 2,652 | $740K | Reduce -1.7% |
| LLY Eli Lilly & Co. | 0.11% | 946 | $737K | Reduce -4.0% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 3,356 | $686K | No change |
| NUE Nucor Corp. | 0.10% | 5,214 | $675K | Add +178.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 5,377 | $666K | Reduce -4.5% |
| EFV iShares MSCI Eafe Value ETF | 0.09% | 10,070 | $639K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 978 | $604K | No change |
| ADP Automatic Data Processing | 0.08% | 1,857 | $572K | Add +5.6% |
| AXP American Express Co. | 0.08% | 1,725 | $550K | Add +3.9% |
| WMT Walmart Inc. | 0.08% | 5,596 | $547K | Add +3.2% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 8,673 | $537K | Add +0.1% |
| CVNA Carvana Co. | 0.08% | 1,587 | $534K | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.08% | 2,854 | $529K | Add +5.0% |
| PG The Procter & Gamble Co. | 0.07% | 3,234 | $515K | Add +3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 10,603 | $501K | Reduce -1.8% |
| DFIV Dimensional International Va | 0.07% | 11,582 | $496K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 890 | $490K | No change |
| DFAT Dimensional US Target Value | 0.07% | 8,700 | $469K | No change |
| AGG iShares Core U.S. Aggregate | 0.07% | 4,719 | $468K | Add +18.5% |
| PM Philip Morris International | 0.07% | 2,516 | $458K | Add +6.7% |
| ORCL Oracle Corp. | 0.06% | 2,038 | $445K | Add +10.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.06% | 1,581 | $437K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.06% | 3,442 | $417K | No change |
| AFRM Affirm Holdings Inc. | 0.06% | 5,890 | $407K | Add +0.5% |
| MTUM iShares MSCI USA Momentum Fa | 0.06% | 1,663 | $399K | No change |
| XOM Exxon Mobil Corp. | 0.06% | 3,626 | $390K | Add +0.3% |
| ESGV Vanguard ESG US Stock ETF | 0.06% | 3,511 | $384K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.05% | 3,291 | $363K | No change |
| CSCO Cisco Systems Inc. | 0.05% | 5,105 | $354K | Add +6.3% |
| ABT Abbott Laboratories | 0.05% | 2,587 | $351K | Add +10.6% |
| ADBE Adobe Inc. | 0.05% | 891 | $344K | Reduce -6.7% |
| ACWI iShares MSCI Acwi ETF | 0.05% | 2,670 | $343K | Reduce -2.2% |
| T AT&T Inc. | 0.05% | 11,386 | $329K | Add +9.5% |
| BKNG Booking Holdings Inc. | 0.05% | 56 | $324K | Add +7.7% |
| MS Morgan Stanley | 0.05% | 2,295 | $323K | Add +3.4% |
| QCOM Qualcomm Inc. | 0.05% | 2,016 | $321K | Reduce -2.4% |
| MCD McDonald's Corp. | 0.05% | 1,084 | $316K | Reduce -0.5% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $11K (not counted above)
Total filed on the 13F, all lines: $690.7M.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.9% | 4.40% | −0.75 |
| DFAU Dimensional US Core Equity M | Reduce -4.5% | 13.08% | −0.24 |
| DFAR Dimensional US Real Est ETF | Reduce -5.8% | 1.52% | −0.23 |
| DFSV Dimensional US Small Cap Val | Reduce -89.4% | 0.02% | −0.22 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.4% | 6.65% | −0.16 |
| ISRG Intuitive Surgical Inc. | Reduce -89.1% | 0.02% | −0.14 |
| JNJ Johnson & Johnson | Reduce -6.7% | 0.49% | −0.12 |
| LFST Lifestance Health Group Inc. | Reduce -0.0% | 0.28% | −0.11 |
| DFAC Dimensional US Core Equity 2 | Reduce -5.6% | 2.17% | −0.10 |
| VNQ Vanguard Real Estate ETF | Reduce -11.8% | 0.32% | −0.08 |
| DISV Dimensional International SM | Reduce -31.1% | 0.15% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -16.3% | 0.04% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -7.7% | 0.15% | −0.02 |
| AMGN Amgen Inc. | Reduce -1.7% | 0.11% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -4.0% | 0.11% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.5% | 0.71% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -19.3% | 0.04% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -17.0% | 0.02% | −0.01 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -81.4% | 0.00% | −0.01 |
| CVX Chevron Corp. | Reduce -9.0% | 0.03% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -4.1% | 2.81% | −0.01 |
| FISV Fiserv Inc. | Reduce -8.2% | 0.02% | −0.01 |
| KO The Coca-Cola Co. | Reduce -16.9% | 0.03% | −0.01 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -4.1% | 0.68% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 0.18% | −0.01 |
| MDT Medtronic PLC | Reduce -45.4% | 0.01% | −0.01 |
| VGSR Vert GLB Sust Re ETF | Reduce -0.0% | 0.20% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -22.7% | 0.02% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -8.1% | 0.02% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -22.5% | 0.01% | −0.01 |
| ADBE Adobe Inc. | Reduce -6.7% | 0.05% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.05% | −0.01 |
| COP Conocophillips | Reduce -22.2% | 0.01% | −0.01 |
| CPRT Copart Inc. | Reduce -8.3% | 0.02% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.3% | 0.14% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.0% | 0.04% | −0.01 |
| REGN Regeneron Pharmaceuticals | Reduce -28.8% | 0.01% | −0.01 |
| PGR Progressive Corp. | Reduce -1.6% | 0.03% | −0.01 |
| TMUS T-Mobile US Inc. | Reduce -4.1% | 0.02% | −0.01 |
| UNP Union Pacific Corp. | Reduce -6.7% | 0.03% | −0.00 |
| YUM Yum! Brands Inc. | Reduce -29.2% | 0.01% | −0.00 |
| BDX Becton Dickinson and Co. | Reduce -33.5% | 0.00% | −0.00 |
| PLD Prologis Inc. | Reduce -17.6% | 0.01% | −0.00 |
| PEP Pepsico Inc. | Reduce -5.7% | 0.01% | −0.00 |
| ARKG ARK Genomic Revolution ETF | Sold out | 0.00% | −0.00 |
| EOG EOG Resources Inc. | Reduce -2.6% | 0.02% | −0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.2% | 0.02% | −0.00 |
| DOW Dow Inc. | Reduce -61.7% | 0.00% | −0.00 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -40.3% | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| DXUV Dimensional US Vtor Eqty ETF | Add +16.0% | 4.77% | +0.69 |
| DFAI Dimensional International Co. | Add +3.7% | 7.38% | +0.49 |
| DFEM Dimensional Emrg MRKT Core | Add +5.3% | 3.33% | +0.31 |
| DFUS Dimensional US Eq MKT ETF | Add +36.0% | 1.06% | +0.31 |
| MSFT Microsoft Corp. | Add +5.4% | 1.08% | +0.25 |
| NVDA Nvidia Corp. | Add +7.2% | 0.54% | +0.17 |
| DXIV Dimensional Intr Vtor E ETF | Add +2.3% | 2.47% | +0.16 |
| TGLB T Rowe Price Global Equi ETF | New | 0.11% | +0.11 |
| NUE Nucor Corp. | Add +178.7% | 0.10% | +0.06 |
| DFGR Dim Global Real Estate ETF | Add +15.0% | 0.68% | +0.06 |
| AVGO Broadcom Inc. | Add +2.8% | 0.15% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +1.7% | 0.42% | +0.05 |
| META Meta Platforms Inc. Class A | Add +0.6% | 0.24% | +0.04 |
| AMZN Amazon.com Inc. | Add +0.6% | 0.48% | +0.04 |
| NFLX Netflix Inc. | Add +3.5% | 0.12% | +0.03 |
| ORCL Oracle Corp. | Add +10.9% | 0.06% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +8.3% | 0.22% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +0.0% | 0.61% | +0.02 |
| AFRM Affirm Holdings Inc. | Add +0.5% | 0.06% | +0.02 |
| COF Capital One Financial Corp. | Add +96.9% | 0.03% | +0.02 |
| IBM Intl Business Machines Corp. | Add +5.4% | 0.11% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 0.22% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +2.6% | 0.18% | +0.01 |
| BALL Ball Corp. | Add +786.1% | 0.01% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +67.4% | 0.02% | +0.01 |
| AXP American Express Co. | Add +3.9% | 0.08% | +0.01 |
| BKNG Booking Holdings Inc. | Add +7.7% | 0.05% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +12.1% | 0.02% | +0.01 |
| UBER Uber Technologies Inc. | Add +17.9% | 0.03% | +0.01 |
| RCL Royal Caribbean Cruises Ltd. | Add +3.9% | 0.03% | +0.01 |
| CW Curtiss-Wright Corp. | Add +5.1% | 0.02% | +0.01 |
| PM Philip Morris International | Add +6.7% | 0.07% | +0.01 |
| APH Amphenol Corp. Class A | Add +1.7% | 0.02% | +0.01 |
| LIN Linde PLC | Add +61.3% | 0.02% | +0.01 |
| DASH DoorDash Inc. Class A | Add +16.8% | 0.02% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +3.4% | 0.03% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +18.5% | 0.07% | +0.01 |
| MS Morgan Stanley | Add +3.4% | 0.05% | +0.01 |
| HOOD Robinhood Markets Inc. Class A | Add +22.5% | 0.01% | +0.01 |
| WFC Wells Fargo & Co. | Add +17.0% | 0.03% | +0.01 |
| KLAC KLA Corp. | Add +0.9% | 0.03% | +0.01 |
| GEV GE Vernova Inc. | Add +5.1% | 0.01% | +0.01 |
| JBL Jabil Inc. | Add +2.6% | 0.02% | +0.01 |
| GE General Electric | Add +1.9% | 0.03% | +0.01 |
| WMT Walmart Inc. | Add +3.2% | 0.08% | +0.01 |
| CSCO Cisco Systems Inc. | Add +6.3% | 0.05% | +0.01 |
| NOW ServiceNow Inc. | Add +2.8% | 0.03% | +0.01 |
| TT Trane Technologies PLC | Add +4.5% | 0.03% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +17.9% | 0.02% | +0.01 |
| EEM iShares MSCI Emerging Market | New | 0.00% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| SHO Sunstone Hotel Investors Inc. | COM | Sold out | 0 | $0before exit |
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 |