Hemington Wealth Management Incresed Positions in Q2 2025

Hemington Wealth Management

  • $691 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
83.7K
+ 15.98%
N/A
607K $32.9M
DFAI
Dimensional ETF Tr

ETFs
52.9K
+ 3.72%
$28.02 - $34.71 $1.48M - $1.84M
1.47M $51M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
79.5K
+ 3.35%
$41.1 - $42.37 $3.27M - $3.37M
2.45M $104M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
39.3K
+ 5.35%
$23.4 - $29.68 $920K - $1.17M
774K $23M
DFUS
Dimensional ETF Tr U S Equity

ETFs
29K
+ 36.01%
$53.65 - $67.02 $1.56M - $1.95M
110K $7.35M
Dimensional ETF Trust
6.52K
+ 2.27%
N/A
294K $17.1M
MSFT
Microsoft Corp

Technology
766
+ 5.38%
$354.56 - $497.45 $272K - $381K
15K $7.46M
DFIP
Dimensional ETF Tr Inflation P

ETFs
46.5K
+ 6.47%
$41.11 - $42.42 $1.91M - $1.97M
766K $32M
NVDA
Nvidia Corp

Technology
1.58K
+ 7.18%
$94.31 - $157.99 $149K - $249K
23.5K $3.72M
DFSD
Dimensional ETF Tr Short Durat

ETFs
10.9K
+ 1.96%
$47.09 - $48.01 $515K - $525K
569K $27.3M
JPM
Jpmorgan Chase & CO

Financial Services
165
+ 1.66%
$210.28 - $289.91 $34.7K - $47.8K
10.1K $2.92M
AMZN
Amazon Com Inc

Consumer Cyclical
97
+ 0.64%
$167.32 - $223.3 $16.2K - $21.7K
15.2K $3.33M
NUE
Nucor Corp

Basic Materials
3.34K
+ 178.67%
$103.22 - $131.43 $345K - $439K
5.21K $675K
AVGO
Broadcom Inc.

Technology
105
+ 2.81%
$146.29 - $275.65 $15.4K - $28.9K
3.85K $1.06M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.04%
$498.8 - $620.9 $1.5K - $1.86K
6.73K $4.18M
VTV
Vanguard Value ETF

ETFs
15
+ 0.02%
$153.67 - $176.74 $2.31K - $2.65K
96K $17M
META
Meta Platforms, Inc.

Communication Services
14
+ 0.63%
$484.66 - $738.09 $6.79K - $10.3K
2.22K $1.64M
NFLX
Netflix Inc

Communication Services
21
+ 3.54%
$855.86 - $1339.13 $18K - $28.1K
614 $822K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.32K
+ 8.34%
$72.96 - $90.39 $96.5K - $119K
17.2K $1.54M
GOOG
Alphabet Inc.

Communication Services
116
+ 1.37%
$146.58 - $180.01 $17K - $20.9K
8.55K $1.52M
ORCL
Oracle Corp

Technology
200
+ 10.88%
$122.82 - $218.63 $24.6K - $43.7K
2.04K $445K
GOOGL
Alphabet Inc.

Communication Services
179
+ 2.61%
$144.7 - $178.6 $25.9K - $32K
7.03K $1.24M
IBM
International Business Machines Corp

Technology
134
+ 5.39%
$221.03 - $294.78 $29.6K - $39.5K
2.62K $771K
AFRM
Affirm Holdings, Inc.

Technology
28
+ 0.48%
$35.75 - $69.14 $1K - $1.94K
5.89K $407K
COF
Capital One Financial Corp

Financial Services
528
+ 96.88%
$150.57 - $212.76 $79.5K - $112K
1.07K $228K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
57
+ 0.12%
$26.69 - $33.44 $1.52K - $1.91K
46K $1.51M
AXP
American Express CO

Financial Services
64
+ 3.85%
$231.39 - $318.98 $14.8K - $20.4K
1.73K $550K
BALL
Ball Corp

Consumer Cyclical
1.59K
+ 786.14%
$44.94 - $56.99 $71.4K - $90.5K
1.79K $100K
IEMG
Ishares Inc

ETFs
31
+ 0.22%
N/A
14K $840K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 7.69%
$4164.15 - $5789.24 $16.7K - $23.2K
56 $324K
PM
Philip Morris International Inc.

Consumer Defensive
157
+ 6.66%
$149.23 - $184.95 $23.4K - $29K
2.52K $458K
PANW
Palo Alto Networks Inc

Technology
314
+ 67.38%
$152.44 - $204.64 $47.9K - $64.3K
780 $159K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
737
+ 18.51%
$96.84 - $99.46 $71.4K - $73.3K
4.72K $468K
UBER
Uber Technologies, Inc

Technology
349
+ 17.95%
$64.62 - $93.3 $22.6K - $32.6K
2.29K $213K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
23
+ 3.87%
$177.93 - $313.14 $4.09K - $7.2K
617 $193K
WMT
Walmart Inc.

Consumer Defensive
173
+ 3.19%
$81.79 - $99.98 $14.1K - $17.3K
5.6K $547K
COIN
Coinbase Global, Inc.

Technology
38
+ 12.1%
$151.47 - $375.07 $5.76K - $14.3K
352 $123K
CW
Curtiss Wright Corp

Industrials
17
+ 5.14%
$283.18 - $488.55 $4.81K - $8.31K
348 $170K
MS
Morgan Stanley

Financial Services
75
+ 3.38%
$99.83 - $140.86 $7.49K - $10.6K
2.3K $323K
GWW
W.W. Grainger, Inc.

Industrials
4
+ 0.35%
$919.93 - $1101.66 $3.68K - $4.41K
1.14K $1.19M
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 1.17%
$908.13 - $1056.85 $11.8K - $13.7K
1.12K $1.11M
GS
Goldman Sachs Group Inc

Financial Services
11
+ 3.38%
$462.22 - $707.75 $5.08K - $7.79K
336 $237K
CSCO
Cisco Systems, Inc.

Technology
302
+ 6.29%
$53.19 - $69.38 $16.1K - $21K
5.11K $354K
APH
Amphenol Corp

Technology
28
+ 1.73%
$59.09 - $98.75 $1.65K - $2.77K
1.64K $162K
Linde PLC
119
+ 61.34%
N/A
313 $146K
WFC
Wells Fargo & Company

Financial Services
428
+ 16.98%
$60.98 - $80.12 $26.1K - $34.3K
2.95K $236K
DASH
Door Dash, Inc.

Communication Services
88
+ 16.79%
$163.16 - $246.51 $14.4K - $21.7K
612 $150K
KLAC
Kla Corp

Technology
2
+ 0.86%
$576.53 - $902.94 $1.15K - $1.81K
235 $210K
GE
General Electric CO

Industrials
15
+ 1.94%
$166.81 - $257.39 $2.5K - $3.86K
789 $203K
Activity Summary
Buys All Purchases 877 New Holdings 26 Increased Positions 851 Sells All Sells 554 Reductions 554 Sold out 0 Options Calls 0 Puts 0
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