Institutional Manager · CIK 0001838234
Hemington Wealth Management
FALLS CHURCH, VA · File #028-20505
Latest AUM
$769,290
Positions
1,727
Top-10 Concentration
74.4%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 20251,727 pos · $769,290
- 13F HOLDINGS REPORTQ/E Jun 20251,691 pos · $690,657
- 13F HOLDINGS REPORTQ/E Mar 20251,742 pos · $644,611
- 13F HOLDINGS REPORTQ/E Dec 20241,793 pos · $397,526
- 13F HOLDINGS REPORTQ/E Sep 20241,807 pos · $371,195
- 13F HOLDINGS REPORTQ/E Jun 2024113 pos · $296,650
- 13F HOLDINGS REPORTQ/E Mar 2024113 pos · $275,987
- 13F HOLDINGS REPORTQ/E Dec 202390 pos · $210,373
- 13F HOLDINGS REPORTQ/E Sep 2023103 pos · $246,795
- 13F HOLDINGS REPORTQ/E Jun 2023101 pos · $247,908
- 13F HOLDINGS REPORTQ/E Mar 202399 pos · $232,976
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V872 | 2,664,224 | $113,922 | 16.51% |
| 2 | DIMENSIONAL ETF TRUST | 25434V104 | 2,189,329 | $100,183 | 14.52% |
| 3 | DIMENSIONAL ETF TRUST | 25434V203 | 1,569,043 | $57,034 | 8.27% |
| 4 | VANGUARD INDEX FDS | 922908769 | 149,465 | $49,049 | 7.11% |
| 5 | DIMENSIONAL ETF TRUST | 25434V559 | 674,841 | $39,437 | 5.72% |
| 6 | DIMENSIONAL ETF TRUST | 25434V856 | 912,827 | $38,548 | 5.59% |
| 7 | APPLE INC | AAPL | 148,441 | $37,797 | 5.48% |
| 8 | DIMENSIONAL ETF TRUST | 25434V864 | 626,433 | $30,187 | 4.37% |
| 9 | DIMENSIONAL ETF TRUST | 25434V732 | 818,751 | $26,257 | 3.81% |
| 10 | VANGUARD STAR FDS | 921909768 | 281,057 | $20,646 | 2.99% |
| 11 | DIMENSIONAL ETF TRUST | 25434V542 | 316,361 | $19,466 | 2.82% |
| 12 | VANGUARD INDEX FDS | 922908744 | 94,279 | $17,582 | 2.55% |
| 13 | DIMENSIONAL ETF TRUST | 25434V708 | 410,039 | $15,815 | 2.29% |
| 14 | DIMENSIONAL ETF TRUST | 25434V823 | 465,050 | $11,091 | 1.61% |
| 15 | DIMENSIONAL ETF TRUST | 25434V880 | 323,147 | $10,140 | 1.47% |
| 16 | MICROSOFT CORP | MSFT | 15,523 | $8,040 | 1.17% |
| 17 | DIMENSIONAL ETF TRUST | 25434V401 | 109,308 | $7,918 | 1.15% |
| 18 | DIMENSIONAL ETF TRUST | 25434V658 | 215,061 | $5,873 | 0.85% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042858 | 98,405 | $5,331 | 0.77% |
| 20 | DIMENSIONAL ETF TRUST | 25434V724 | 115,604 | $5,166 | 0.75% |