Filed: 10/24/2025ACC: 0001838234-25-000003
📋 What this filing means
HEMINGTON WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 1727 equity positions with a total reported market value of $769.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1727
Positions
$769.3K
Total AUM (reported)
14.02M
Total Shares
Allocation by class
COM$115.9K15.1%
CORE FIXED INCOM$113.9K14.8%
US CORE EQT MKT$100.2K13.0%
INTL CORE EQT MK$57.0K7.4%
TOTAL STK MKT$49.0K6.4%
DIMENSIONAL US$39.4K5.1%
INFLATION PROTE$38.5K5.0%
Portfolio Concentration
Top 3$271.1K35.2%
4–10$241.9K31.4%
11–25$128.5K16.7%
Rest$127.7K16.6%
Top 3 weight
35.2%
Top 10 weight
66.7%
Voting Authority Distribution
Total shares with voting rights: 14.02M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
14.02M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1727
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1727
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.66M
TypeSH
Market value$113.9K
14.81%
Sole
0.00
Shared
0.00
None
2.66M
DIMENSIONAL ETF TRUST
SOLEShares2.19M
TypeSH
Market value$100.2K
13.02%
Sole
0.00
Shared
0.00
None
2.19M
DIMENSIONAL ETF TRUST
SOLEShares1.57M
TypeSH
Market value$57.0K
7.41%
Sole
0.00
Shared
0.00
None
1.57M
VANGUARD INDEX FDS
SOLEShares149.47K
TypeSH
Market value$49.0K
6.38%
Sole
0.00
Shared
0.00
None
149.47K
DIMENSIONAL ETF TRUST
SOLEShares674.84K
TypeSH
Market value$39.4K
5.13%
Sole
0.00
Shared
0.00
None
674.84K
DIMENSIONAL ETF TRUST
SOLEShares912.83K
TypeSH
Market value$38.5K
5.01%
Sole
0.00
Shared
0.00
None
912.83K
APPLE INC
SOLEShares148.44K
TypeSH
Market value$37.8K
4.91%
Sole
0.00
Shared
0.00
None
148.44K
DIMENSIONAL ETF TRUST
SOLEShares626.43K
TypeSH
Market value$30.2K
3.92%
Sole
0.00
Shared
0.00
None
626.43K
DIMENSIONAL ETF TRUST
SOLEShares818.75K
TypeSH
Market value$26.3K
3.41%
Sole
0.00
Shared
0.00
None
818.75K
VANGUARD STAR FDS
SOLEShares281.06K
TypeSH
Market value$20.6K
2.68%
Sole
0.00
Shared
0.00
None
281.06K
DIMENSIONAL ETF TRUST
SOLEShares316.36K
TypeSH
Market value$19.5K
2.53%
Sole
0.00
Shared
0.00
None
316.36K
VANGUARD INDEX FDS
SOLEShares94.28K
TypeSH
Market value$17.6K
2.29%
Sole
0.00
Shared
0.00
None
94.28K
DIMENSIONAL ETF TRUST
SOLEShares410.04K
TypeSH
Market value$15.8K
2.06%
Sole
0.00
Shared
0.00
None
410.04K
DIMENSIONAL ETF TRUST
SOLEShares465.05K
TypeSH
Market value$11.1K
1.44%
Sole
0.00
Shared
0.00
None
465.05K
DIMENSIONAL ETF TRUST
SOLEShares323.15K
TypeSH
Market value$10.1K
1.32%
Sole
0.00
Shared
0.00
None
323.15K
MICROSOFT CORP
SOLEShares15.52K
TypeSH
Market value$8.0K
1.05%
Sole
0.00
Shared
0.00
None
15.52K
DIMENSIONAL ETF TRUST
SOLEShares109.31K
TypeSH
Market value$7.9K
1.03%
Sole
0.00
Shared
0.00
None
109.31K
DIMENSIONAL ETF TRUST
SOLEShares215.06K
TypeSH
Market value$5.9K
0.76%
Sole
0.00
Shared
0.00
None
215.06K
VANGUARD INTL EQUITY INDEX F
SOLEShares98.41K
TypeSH
Market value$5.3K
0.69%
Sole
0.00
Shared
0.00
None
98.41K
DIMENSIONAL ETF TRUST
SOLEShares115.60K
TypeSH
Market value$5.2K
0.67%
Sole
0.00
Shared
0.00
None
115.60K
ISHARES TR
SOLEShares60.83K
TypeSH
Market value$4.9K
0.63%
Sole
0.00
Shared
0.00
None
60.83K
NVIDIA CORPORATION
SOLEShares25.46K
TypeSH
Market value$4.8K
0.62%
Sole
0.00
Shared
0.00
None
25.46K
ISHARES TR
SOLEShares6.68K
TypeSH
Market value$4.5K
0.58%
Sole
0.00
Shared
0.00
None
6.68K
JOHNSON & JOHNSON
SOLEShares22.04K
TypeSH
Market value$4.1K
0.53%
Sole
0.00
Shared
0.00
None
22.04K
AMAZON COM INC
SOLEShares17.67K
TypeSH
Market value$3.9K
0.50%
Sole
0.00
Shared
0.00
None
17.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 2.66M | SH | $113.9K 14.81% | 0.00 | 0.00 | 2.66M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 2.19M | SH | $100.2K 13.02% | 0.00 | 0.00 | 2.19M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.57M | SH | $57.0K 7.41% | 0.00 | 0.00 | 1.57M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 149.47K | SH | $49.0K 6.38% | 0.00 | 0.00 | 149.47K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL US | 674.84K | SH | $39.4K 5.13% | 0.00 | 0.00 | 674.84K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 912.83K | SH | $38.5K 5.01% | 0.00 | 0.00 | 912.83K |
APPLE INCSOLE | COM | 148.44K | SH | $37.8K 4.91% | 0.00 | 0.00 | 148.44K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 626.43K | SH | $30.2K 3.92% | 0.00 | 0.00 | 626.43K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 818.75K | SH | $26.3K 3.41% | 0.00 | 0.00 | 818.75K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 281.06K | SH | $20.6K 2.68% | 0.00 | 0.00 | 281.06K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTL | 316.36K | SH | $19.5K 2.53% | 0.00 | 0.00 | 316.36K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 94.28K | SH | $17.6K 2.29% | 0.00 | 0.00 | 94.28K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 410.04K | SH | $15.8K 2.06% | 0.00 | 0.00 | 410.04K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 465.05K | SH | $11.1K 1.44% | 0.00 | 0.00 | 465.05K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 323.15K | SH | $10.1K 1.32% | 0.00 | 0.00 | 323.15K |
MICROSOFT CORPSOLE | COM | 15.52K | SH | $8.0K 1.05% | 0.00 | 0.00 | 15.52K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 109.31K | SH | $7.9K 1.03% | 0.00 | 0.00 | 109.31K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 215.06K | SH | $5.9K 0.76% | 0.00 | 0.00 | 215.06K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 98.41K | SH | $5.3K 0.69% | 0.00 | 0.00 | 98.41K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 115.60K | SH | $5.2K 0.67% | 0.00 | 0.00 | 115.60K |
ISHARES TRSOLE | CORE MSCI INTL | 60.83K | SH | $4.9K 0.63% | 0.00 | 0.00 | 60.83K |
NVIDIA CORPORATIONSOLE | COM | 25.46K | SH | $4.8K 0.62% | 0.00 | 0.00 | 25.46K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.68K | SH | $4.5K 0.58% | 0.00 | 0.00 | 6.68K |
JOHNSON & JOHNSONSOLE | COM | 22.04K | SH | $4.1K 0.53% | 0.00 | 0.00 | 22.04K |
AMAZON COM INCSOLE | COM | 17.67K | SH | $3.9K 0.50% | 0.00 | 0.00 | 17.67K |
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