Filed: 7/25/2025ACC: 0001907157-25-000031
📋 What this filing means
HEMINGTON WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 1691 equity positions with a total reported market value of $690.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1691
Positions
$690.7K
Total AUM (reported)
13.25M
Total Shares
Allocation by class
CORE FIXED INCOM$103.6K15.0%
COM$101.1K14.6%
US CORE EQT MKT$90.4K13.1%
INTL CORE EQT MK$51.0K7.4%
TOTAL STK MKT$45.9K6.7%
DIMENSIONAL US$32.9K4.8%
INFLATION PROTE$32.0K4.6%
Portfolio Concentration
Top 3$245.0K35.5%
4–10$210.9K30.5%
11–25$118.2K17.1%
Rest$116.5K16.9%
Top 3 weight
35.5%
Top 10 weight
66.0%
Voting Authority Distribution
Total shares with voting rights: 13.25M
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
13.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1691
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1691
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.45M
TypeSH
Market value$103.6K
15.00%
Sole
0.00
Shared
0.00
None
2.45M
DIMENSIONAL ETF TRUST
SOLEShares2.13M
TypeSH
Market value$90.4K
13.08%
Sole
0.00
Shared
0.00
None
2.13M
DIMENSIONAL ETF TRUST
SOLEShares1.47M
TypeSH
Market value$51.0K
7.38%
Sole
0.00
Shared
0.00
None
1.47M
VANGUARD INDEX FDS
SOLEShares151.13K
TypeSH
Market value$45.9K
6.65%
Sole
0.00
Shared
0.00
None
151.13K
DIMENSIONAL ETF TRUST
SOLEShares607.47K
TypeSH
Market value$32.9K
4.77%
Sole
0.00
Shared
0.00
None
607.47K
DIMENSIONAL ETF TRUST
SOLEShares765.89K
TypeSH
Market value$32.0K
4.64%
Sole
0.00
Shared
0.00
None
765.89K
APPLE INC
SOLEShares147.97K
TypeSH
Market value$30.4K
4.40%
Sole
0.00
Shared
0.00
None
147.97K
DIMENSIONAL ETF TRUST
SOLEShares568.87K
TypeSH
Market value$27.3K
3.95%
Sole
0.00
Shared
0.00
None
568.87K
DIMENSIONAL ETF TRUST
SOLEShares773.83K
TypeSH
Market value$23.0K
3.33%
Sole
0.00
Shared
0.00
None
773.83K
VANGUARD STAR FDS
SOLEShares280.78K
TypeSH
Market value$19.4K
2.81%
Sole
0.00
Shared
0.00
None
280.78K
DIMENSIONAL ETF TRUST
SOLEShares293.73K
TypeSH
Market value$17.1K
2.47%
Sole
0.00
Shared
0.00
None
293.73K
VANGUARD INDEX FDS
SOLEShares96.04K
TypeSH
Market value$17.0K
2.46%
Sole
0.00
Shared
0.00
None
96.04K
DIMENSIONAL ETF TRUST
SOLEShares418.75K
TypeSH
Market value$15.0K
2.17%
Sole
0.00
Shared
0.00
None
418.75K
DIMENSIONAL ETF TRUST
SOLEShares448.16K
TypeSH
Market value$10.5K
1.52%
Sole
0.00
Shared
0.00
None
448.16K
DIMENSIONAL ETF TRUST
SOLEShares334.81K
TypeSH
Market value$9.8K
1.42%
Sole
0.00
Shared
0.00
None
334.81K
MICROSOFT CORP
SOLEShares14.99K
TypeSH
Market value$7.5K
1.08%
Sole
0.00
Shared
0.00
None
14.99K
DIMENSIONAL ETF TRUST
SOLEShares109.68K
TypeSH
Market value$7.3K
1.06%
Sole
0.00
Shared
0.00
None
109.68K
DIMENSIONAL ETF TRUST
SOLEShares117.94K
TypeSH
Market value$5.0K
0.72%
Sole
0.00
Shared
0.00
None
117.94K
VANGUARD INTL EQUITY INDEX F
SOLEShares99.39K
TypeSH
Market value$4.9K
0.71%
Sole
0.00
Shared
0.00
None
99.39K
DIMENSIONAL ETF TRUST
SOLEShares174.94K
TypeSH
Market value$4.7K
0.68%
Sole
0.00
Shared
0.00
None
174.94K
ISHARES TR
SOLEShares61.54K
TypeSH
Market value$4.7K
0.68%
Sole
0.00
Shared
0.00
None
61.54K
ISHARES TR
SOLEShares6.73K
TypeSH
Market value$4.2K
0.61%
Sole
0.00
Shared
0.00
None
6.73K
NVIDIA CORPORATION
SOLEShares23.53K
TypeSH
Market value$3.7K
0.54%
Sole
0.00
Shared
0.00
None
23.53K
VANGUARD INTL EQUITY INDEX F
SOLEShares25.84K
TypeSH
Market value$3.5K
0.50%
Sole
0.00
Shared
0.00
None
25.84K
JOHNSON & JOHNSON
SOLEShares22.29K
TypeSH
Market value$3.4K
0.49%
Sole
0.00
Shared
0.00
None
22.29K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 2.45M | SH | $103.6K 15.00% | 0.00 | 0.00 | 2.45M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 2.13M | SH | $90.4K 13.08% | 0.00 | 0.00 | 2.13M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.47M | SH | $51.0K 7.38% | 0.00 | 0.00 | 1.47M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 151.13K | SH | $45.9K 6.65% | 0.00 | 0.00 | 151.13K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL US | 607.47K | SH | $32.9K 4.77% | 0.00 | 0.00 | 607.47K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 765.89K | SH | $32.0K 4.64% | 0.00 | 0.00 | 765.89K |
APPLE INCSOLE | COM | 147.97K | SH | $30.4K 4.40% | 0.00 | 0.00 | 147.97K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 568.87K | SH | $27.3K 3.95% | 0.00 | 0.00 | 568.87K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 773.83K | SH | $23.0K 3.33% | 0.00 | 0.00 | 773.83K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 280.78K | SH | $19.4K 2.81% | 0.00 | 0.00 | 280.78K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTL | 293.73K | SH | $17.1K 2.47% | 0.00 | 0.00 | 293.73K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 96.04K | SH | $17.0K 2.46% | 0.00 | 0.00 | 96.04K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 418.75K | SH | $15.0K 2.17% | 0.00 | 0.00 | 418.75K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 448.16K | SH | $10.5K 1.52% | 0.00 | 0.00 | 448.16K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 334.81K | SH | $9.8K 1.42% | 0.00 | 0.00 | 334.81K |
MICROSOFT CORPSOLE | COM | 14.99K | SH | $7.5K 1.08% | 0.00 | 0.00 | 14.99K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 109.68K | SH | $7.3K 1.06% | 0.00 | 0.00 | 109.68K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 117.94K | SH | $5.0K 0.72% | 0.00 | 0.00 | 117.94K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 99.39K | SH | $4.9K 0.71% | 0.00 | 0.00 | 99.39K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 174.94K | SH | $4.7K 0.68% | 0.00 | 0.00 | 174.94K |
ISHARES TRSOLE | CORE MSCI INTL | 61.54K | SH | $4.7K 0.68% | 0.00 | 0.00 | 61.54K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.73K | SH | $4.2K 0.61% | 0.00 | 0.00 | 6.73K |
NVIDIA CORPORATIONSOLE | COM | 23.53K | SH | $3.7K 0.54% | 0.00 | 0.00 | 23.53K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 25.84K | SH | $3.5K 0.50% | 0.00 | 0.00 | 25.84K |
JOHNSON & JOHNSONSOLE | COM | 22.29K | SH | $3.4K 0.49% | 0.00 | 0.00 | 22.29K |
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