Hemington Wealth Management Purchases in Q3 2024

Hemington Wealth Management

  • $371 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
191K
+ 59.62%
$35.8 - $39.69 $6.83M - $7.57M
511K $20.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
182K
+ 36.18%
$41.34 - $43.55 $7.54M - $7.94M
686K $28.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
89K
+ 80.57%
$47.0 - $47.84 $4.18M - $4.26M
200K $9.43M
DFIP
Dimensional ETF Tr Inflation P

ETFs
97.9K
+ 112.41%
$40.69 - $42.46 $3.98M - $4.16M
185K $7.63M
DFAI
Dimensional ETF Tr

ETFs
112K
+ 75.2%
$28.69 - $32.06 $3.21M - $3.59M
261K $7.87M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
79.8K
+ 69.27%
$25.21 - $28.46 $2.01M - $2.27M
195K $5.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
66.3K
+ 88.4%
$28.25 - $31.7 $1.87M - $2.1M
141K $4.29M
DFAR
Dimensional ETF Tr Dimensional

ETFs
42.4K
+ 31.81%
$21.91 - $26.03 $928K - $1.1M
176K $4.34M
DISV
Dimensional ETF Tr Dimensional

ETFs
42.6K
+ 156.06%
$26.06 - $29.18 $1.11M - $1.24M
70K $1.92M
LFST
Life Stance Health Group, Inc.

Healthcare
26
+ 0.01%
$5.0 - $6.99 $130 - $182
376K $2.52M
NVDA
Nvidia Corp

Technology
1.77K
+ 9.92%
$98.91 - $134.91 $175K - $239K
19.6K $2.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.05K
New
$96.25 - $101.98 $390K - $413K
4.05K $398K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.4K
+ 5.52%
$63.46 - $71.43 $216K - $243K
65K $4.37M
Dimensional ETF Trust
11.1K
New
N/A
11.1K $305K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.98K
+ 31.34%
$71.45 - $75.64 $284K - $301K
16.7K $1.22M
PM
Philip Morris International Inc.

Consumer Defensive
2.11K
New
$101.25 - $127.45 $213K - $269K
2.11K $279K
Brookfield Corp
305
+ 1.45%
N/A
21.3K $1.13M
AFRM
Affirm Holdings, Inc.

Technology
5.85K
New
$24.12 - $44.98 $141K - $263K
5.85K $256K
GWW
W.W. Grainger, Inc.

Industrials
4
+ 0.34%
$896.19 - $1044.18 $3.58K - $4.18K
1.18K $1.31M
AMP
Ameriprise Financial Inc

Financial Services
486
New
$391.53 - $469.81 $190K - $228K
486 $248K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
193
New
$1015.62 - $1159.62 $196K - $224K
193 $222K
CRM
Salesforce, Inc.

Technology
765
New
$238.42 - $276.53 $182K - $212K
765 $222K
PHM
Pultegroup Inc

Consumer Cyclical
1.71K
New
$103.95 - $144.98 $177K - $247K
1.71K $220K
CVNA
Carvana Co.

Consumer Cyclical
67
+ 3.93%
$122.32 - $175.15 $8.2K - $11.7K
1.77K $438K
CVX
Chevron Corp

Energy
1.46K
New
$137.88 - $161.97 $201K - $236K
1.46K $217K
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$3305.62 - $4268.05 $152K - $196K
46 $215K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.78K
New
$105.53 - $118.34 $188K - $211K
1.78K $203K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.9K
New
$51.02 - $52.74 $199K - $205K
3.9K $202K
PGR
Progressive Corp

Financial Services
821
New
$209.46 - $259.24 $172K - $213K
821 $199K
PH
Parker Hannifin Corp

Industrials
312
New
$501.01 - $635.92 $156K - $198K
312 $197K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.83K
+ 48.28%
$57.32 - $62.65 $162K - $177K
8.68K $537K
RTX
Raytheon Technologies Corp

Industrials
1.6K
New
$99.55 - $123.34 $159K - $197K
1.6K $193K
MLM
Martin Marietta Materials Inc

Basic Materials
325
New
$502.48 - $593.35 $163K - $193K
325 $192K
T
At&T Inc.

Communication Services
8.42K
New
$18.21 - $22.28 $153K - $188K
8.42K $189K
IWB
Ishares Tr Russell 1000 ETF

ETFs
583
New
$283.28 - $314.39 $165K - $183K
583 $182K
HON
Honeywell International Inc

Industrials
882
New
$196.73 - $220.21 $174K - $194K
882 $181K
CAT
Caterpillar Inc

Industrials
473
New
$316.8 - $391.12 $150K - $185K
473 $177K
FITB
Fifth Third Bancorp

Financial Services
3.92K
New
$36.01 - $43.64 $141K - $171K
3.92K $171K
DE
Deere & CO

Industrials
408
New
$344.84 - $418.0 $141K - $171K
408 $165K
UNP
Union Pacific Corp

Industrials
715
New
$221.78 - $256.09 $159K - $183K
715 $165K
MAR
Marriott International Inc

Consumer Cyclical
631
New
$211.35 - $255.11 $133K - $161K
631 $164K
IEMG
Ishares Inc

ETFs
2.49K
+ 21.76%
$53.64 - $53.64 $133K - $133K
13.9K $774K
ACN
Accenture PLC

Technology
467
New
$295.44 - $355.81 $138K - $166K
467 $161K
AMD
Advanced Micro Devices Inc

Technology
1.12K
New
$128.67 - $183.96 $144K - $206K
1.12K $161K
FISV
Fiserv Inc

Technology
814
New
N/A
814 $161K
LDOS
Leidos Holdings, Inc.

Technology
880
New
$142.66 - $163.02 $126K - $143K
880 $161K
NOC
Northrop Grumman Corp

Industrials
316
New
$423.73 - $533.14 $134K - $168K
316 $161K
VZ
Verizon Communications Inc

Communication Services
3.77K
New
$38.89 - $45.0 $147K - $170K
3.77K $158K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
720
New
$210.25 - $231.86 $151K - $167K
720 $157K
Activity Summary
Buys All Purchases 1738 New Holdings 1695 Increased Positions 43 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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