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Filers›Asset Manager›Hemington Wealth Management
DOSSIER · 13F-HR · Q3 2025

Hemington Wealth Management

Hemington Wealth's asset manager based in Boston, MA — $769,290 in tracked AUM across 1,727 positions as of Q3 2025.

HW
Hemington Wealth·Boston, MA·Asset Manager
CIK 0001838234 · last filed Sep 30, 2025
Total AUM
$769,290
▲ 16.2%
vs prior
Holdings
1,727
—
positions
Whale Score
35
35
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

Hemington Wealth Management filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
DFCF
DIMENSIONAL ETF TRUST
$113,9222.7M14.8%
02
DFAU
DIMENSIONAL ETF TRUST
$100,1832.2M13.0%
03
DFAI
DIMENSIONAL ETF TRUST
$57,0341.6M7.4%
04
VTI
VANGUARD INDEX FDS
$49,049149K6.4%
05
DXUV
DIMENSIONAL ETF TRUST
$39,437675K5.1%
06
DFIP
DIMENSIONAL ETF TRUST
$38,548913K5.0%
07
AAPL
APPLE INC
$37,797148K4.9%
08
DFSD
DIMENSIONAL ETF TRUST
$30,187626K3.9%
09
DFEM
DIMENSIONAL ETF TRUST
$26,257819K3.4%
10
VXUS
VANGUARD STAR FDS
$20,646281K2.7%

Filing history

Filing history loading…
AI Agent · grounded in Hemington
haiku-4-5 · 1,727 positions indexed
Sector mix
  • Tech4%
  • Health Care10%
  • Cons. Disc.17%
  • Communications9%
  • Industrials43%
  • Energy28%
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