Hemington Wealth Management Reduced Holdings in Q3 2025

Hemington Wealth Management

  • $769 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Brookfield Asset Managmt LTD
-28
- 0.5%
N/A
5.58K $317K
BPOP
Popular, Inc.

Financial Services
-1
- 0.15%
$111.3 - $128.04 $111 - $128
653 $82K
KBH
Kb Home

Consumer Cyclical
-6
- 0.43%
$52.78 - $67.97 $317 - $408
1.38K $87K
UNH
Unitedhealth Group Inc

Healthcare
-48
- 4.97%
$237.77 - $353.61 $11.4K - $17K
918 $316K
ROST
Ross Stores, Inc.

Consumer Cyclical
-208
- 11.01%
$127.59 - $152.81 $26.5K - $31.8K
1.68K $256K
VNQ
Vanguard Specialized Funds Van

ETFs
-424
- 1.7%
$88.47 - $93.24 $37.5K - $39.5K
24.6K $2.25M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-980
- 3.2%
$30.76 - $33.01 $30.1K - $32.3K
29.7K $973K
OEF
Ishares S&P 100 ETF

ETFs
-668
- 7.81%
N/A
7.88K $2.62M
IWD
Ishares Russell 1000 Val ETF

ETFs
-42
- 0.83%
$192.76 - $203.86 $8.1K - $8.56K
5.01K $1.02M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.09K
- 3.35%
$32.78 - $35.79 $35.8K - $39K
31.4K $1.12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10
- 0.06%
$87.29 - $93.61 $873 - $936
17.2K $1.6M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-364
- 0.79%
$32.53 - $35.69 $11.8K - $13K
45.7K $1.62M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-321
- 1.24%
$133.48 - $144.38 $42.8K - $46.3K
25.5K $3.64M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.34K
- 1.98%
$41.91 - $44.87 $97.9K - $105K
116K $5.17M
IDEV
Ishares Core Msci Intl Develop

ETFs
-713
- 1.16%
$74.68 - $80.26 $53.2K - $57.2K
60.8K $4.88M
IVV
Ishares Core S&P 500 ETF

ETFs
-54
- 0.8%
$620.67 - $670.08 $33.5K - $36.2K
6.68K $4.47M
DFAX
Dimensional ETF Tr
-11.7K
- 3.48%
$29.25 - $31.56 $341K - $368K
323K $10.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-984
- 0.99%
$49.43 - $54.52 $48.6K - $53.6K
98.4K $5.33M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-372
- 0.34%
$67.01 - $72.84 $24.9K - $27.1K
109K $7.92M
VTV
Vanguard Value ETF

ETFs
-1.76K
- 1.83%
$175.51 - $186.57 $309K - $329K
94.3K $17.6M
JNJ
Johnson & Johnson

Healthcare
-253
- 1.13%
$155.17 - $185.42 $39.3K - $46.9K
22K $4.09M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-8.71K
- 2.08%
$36.04 - $38.78 $314K - $338K
410K $15.8M
VTI
Vanguard Total Stock Market Et

ETFs
-1.66K
- 1.1%
$303.93 - $329.86 $505K - $548K
149K $49M
Activity Summary
Buys All Purchases 1008 New Holdings 79 Increased Positions 929 Sells All Sells 424 Reductions 424 Sold out 0 Options Calls 0 Puts 0
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