Hemington Wealth Management Incresed Positions 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
IDEV
Ishares Core Msci Intl Develop

ETFs
3.4K
+ 5.52%
$63.46 - $71.43 $216K - $243K
65K $4.37M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.98K
+ 31.34%
$71.45 - $75.64 $284K - $301K
16.7K $1.22M
Brookfield Corp
305
+ 1.45%
N/A
21.3K $1.13M
GWW
W.W. Grainger, Inc.

Industrials
4
+ 0.34%
$896.19 - $1044.18 $3.58K - $4.18K
1.18K $1.31M
CVNA
Carvana Co.

Consumer Cyclical
67
+ 3.93%
$122.32 - $175.15 $8.2K - $11.7K
1.77K $438K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.83K
+ 48.28%
$57.32 - $62.65 $162K - $177K
8.68K $537K
IEMG
Ishares Inc

ETFs
2.49K
+ 21.76%
$53.64 - $53.64 $133K - $133K
13.9K $774K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.21%
$475.2 - $527.7 $5.7K - $6.33K
5.85K $3.06M
META
Meta Platforms, Inc.

Communication Services
38
+ 2.19%
$453.41 - $572.44 $17.2K - $21.8K
1.78K $1.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
255
+ 51.2%
$434.77 - $502.96 $111K - $128K
753 $364K
MA
Mastercard Inc

Financial Services
15
+ 0.76%
$429.6 - $500.99 $6.44K - $7.51K
2K $998K
DIS
Walt Disney CO

Communication Services
1.31K
+ 30.27%
$85.6 - $98.61 $112K - $129K
5.65K $543K
AVGO
Broadcom Inc.

Technology
2.92K
+ 1053.07%
$136.27 - $1745.86 $397K - $5.09M
3.19K $542K
SPY
Spdr S&P 500 ETF Trust

ETFs
130
+ 15.33%
$517.38 - $573.86 $67.3K - $74.6K
978 $556K
V
Visa Inc.

Financial Services
109
+ 5.39%
$253.74 - $291.56 $27.7K - $31.8K
2.13K $618K
Brookfield Asset Managmt LTD
34
+ 0.6%
N/A
5.7K $302K
LOW
Lowes Companies Inc

Consumer Cyclical
155
+ 16.51%
$213.3 - $270.78 $33.1K - $42K
1.09K $286K
WMT
Walmart Inc.

Consumer Defensive
125
+ 2.68%
$66.91 - $81.4 $8.36K - $10.2K
4.8K $393K
IWD
Ishares Russell 1000 Val ETF

ETFs
20
+ 0.39%
$173.36 - $189.8 $3.47K - $3.8K
5.15K $966K
AXP
American Express CO

Financial Services
14
+ 0.9%
$225.92 - $271.17 $3.16K - $3.8K
1.57K $424K
CMCSA
Comcast Corp

Communication Services
575
+ 8.71%
$37.33 - $41.78 $21.5K - $24K
7.18K $313K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
168
+ 6.84%
$175.46 - $203.3 $29.5K - $34.2K
2.62K $531K
EFV
Msci Eafe Value ETF

ETFs
606
+ 6.42%
$51.72 - $57.96 $31.3K - $35.1K
10K $551K
AMGN
Amgen Inc

Healthcare
62
+ 2.45%
$309.38 - $337.38 $19.2K - $20.9K
2.6K $830K
EFA
Ishares Tr Msci Eafe ETF

ETFs
193
+ 1.22%
$75.32 - $84.37 $14.5K - $16.3K
16.1K $1.27M
ABT
Abbott Laboratories

Healthcare
26
+ 1.29%
$100.07 - $118.13 $2.6K - $3.07K
2.04K $231K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.44%
$531.86 - $624.21 $1.06K - $1.25K
455 $248K
ROST
Ross Stores, Inc.

Consumer Cyclical
49
+ 2.79%
$136.06 - $155.24 $6.67K - $7.61K
1.8K $251K
SIGI
Selective Insurance Group Inc

Financial Services
17
+ 0.54%
$82.08 - $101.2 $1.4K - $1.72K
3.19K $289K
GOOGL
Alphabet Inc.

Communication Services
64
+ 1.06%
$148.65 - $191.18 $9.51K - $12.2K
6.1K $1.04M
GOOG
Alphabet Inc.

Communication Services
3
+ 0.04%
$149.54 - $192.66 $449 - $578
7.91K $1.37M
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
Track This Portfolio

Track Hemington Wealth Management Portfolio

Follow Hemington Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hemington Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Hemington Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email