Skip to main content
Livermore
Livermore
ZHEN

Hemington Wealth Management

SEC CIK
0001838234
Latest filing
Oct 24, 2025

The latest 13F from Hemington Wealth Management covers Q3 2025 (filed Oct 24, 2025): 1,727 long positions worth $769.3M. The top 10 holdings make up 66.7% of the portfolio, and the largest is Dimensional ETF Trust at 14.8%. Livermore has 19 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q3 2025

Share counts compared with Q2 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
77
Est. +$159.0K
Added
930
Est. +$40.3M
Reduced
425
Est. −$3.52M
Sold out
41
Est. −$1.23M

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional ETF Trust25434V872
    14.8%$113.9M
  2. Dimensional ETF Trust25434V104
    13.0%$100.2M
  3. Dimensional ETF Trust25434V203
    7.4%$57.0M
  4. Vanguard Morningstar Total Stock Market ETF922908769
    6.4%$49.0M
  5. Dimensional ETF Trust25434V559
    5.1%$39.4M

Share of portfolio

Top 5 holdings and the other 1,722 positions, by share of portfolio value

  1. Dimensional ETF Trust14.8%
  2. Dimensional ETF Trust13.0%
  3. Dimensional ETF Trust7.4%
  4. Vanguard Morningstar Total Stock Market ETF6.4%
  5. Dimensional ETF Trust5.1%
  6. Other 1,722 positions53.3%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V872
    +$9.08MAdded
  2. Dimensional ETF Trust25434V856
    +$6.21MAdded
  3. Dimensional ETF Trust25434V559
    +$3.94MAdded
  4. Dimensional ETF Trust25434V203
    +$3.44MAdded
  5. Dimensional ETF Trust25434V864
    +$2.77MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AAPLApple Inc.
    +0.52 pp4.4% → 4.9%History
  2. Dimensional ETF Trust25434V856
    +0.37 pp4.6% → 5.0%
  3. Dimensional ETF Trust25434V559
    +0.36 pp4.8% → 5.1%
  4. Invesco Exchange Traded FD T46137V357
    +0.11 pp<0.1% → 0.1%
  5. Dimensional ETF Trust25434V732
    +0.09 pp3.3% → 3.4%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. T Rowe Price ETF Inc87283Q727
    −$774.0KSold out
  2. Vanguard Morningstar Total Stock Market ETF922908769
    −$545.1KReduced
  3. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    −$366.1KReduced
  4. Dimensional U.S. Core Equity 2 ETF25434V708
    −$335.9KReduced
  5. Vanguard Morningstar Value ETF922908744
    −$328.6KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Morningstar Total Stock Market ETF922908769
    −0.27 pp6.7% → 6.4%
  2. Vanguard Morningstar Value ETF922908744
    −0.17 pp2.5% → 2.3%
  3. Dimensional U.S. Core Equity 2 ETF25434V708
    −0.12 pp2.2% → 2.1%
  4. T Rowe Price ETF Inc87283Q727
    −0.11 pp0.1% → 0.0%
  5. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    −0.11 pp1.4% → 1.3%

Metrics

13F metrics for Q3 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$769.3M
+$78.6M (+11.4%) vs. prior quarter
Positions
1,727
+36 vs. prior quarter
Top 10 concentration
66.7%
Top 10 as share of value
Turnover
0.7%
Q3 2025, one quarter
Average holding period
10.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $769.3M (Q3 2025)

Q1 2021: $235.5MQ2 2021: $234.7MQ3 2021: $271.6MQ4 2021: $215.9MQ1 2022: $297.6MQ2 2022: $252.1MQ3 2022: $229.1MQ4 2022: $233.0MQ1 2023: $247.9MQ2 2023: $246.8MQ3 2023: $210.4MQ4 2023: $259.1MQ1 2024: $276.0MQ2 2024: $296.6MQ3 2024: $371.2MQ4 2024: $397.5MQ1 2025: $644.6MQ2 2025: $690.7MQ3 2025: $769.3M
Q1 2021Q3 2025
13F filings of Hemington Wealth Management by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q3 2025Oct 24, 20251,727$769.3MDimensional ETF TrustDimensional ETF TrustDimensional ETF Trustvs. Q2 2025SEC
Q2 2025Jul 25, 20251,691$690.7MDimensional ETF TrustDimensional ETF TrustDimensional ETF Trustvs. Q1 2025SEC
Q1 2025May 9, 20251,741$644.6MDimensional ETF TrustDimensional ETF TrustDimensional ETF Trustvs. Q4 2024SEC
Q4 2024Jan 29, 20251,792$397.5MVanguard Morningstar Total Stock Market ETFAAPLDimensional ETF Trustvs. Q3 2024SEC
Q3 2024Nov 13, 20241,806$371.2MVanguard Morningstar Total Stock Market ETFAAPLDimensional ETF Trustvs. Q2 2024SEC
Q2 2024Aug 1, 2024113$296.6MVanguard Morningstar Total Stock Market ETFAAPLDimensional ETF Trustvs. Q1 2024SEC
Q1 2024May 3, 2024113$276.0MVanguard Morningstar Total Stock Market ETFAAPLVanguard Star FDSvs. Q4 2023SEC
Q4 2023Jan 26, 2024109$259.1MVanguard Morningstar Total Stock Market ETFAAPLVanguard Star FDSvs. Q3 2023SEC
Q3 2023Oct 20, 202390$210.4MVanguard Morningstar Total Stock Market ETFAAPLVanguard Star FDSvs. Q2 2023SEC
Q2 2023Aug 7, 2023103$246.8MVanguard Morningstar Total Stock Market ETFAAPLVanguard Star FDSvs. Q1 2023SEC
Q1 2023May 8, 2023101$247.9MVanguard Morningstar Total Stock Market ETFVanguard Star FDSAAPLvs. Q4 2022SEC
Q4 2022Jan 30, 202399$233.0MVanguard Morningstar Total Stock Market ETFVanguard Star FDSDimensional U.S. Core Equity 2 ETFvs. Q3 2022SEC
Q3 2022Nov 1, 202294$229.1MVanguard Morningstar Total Stock Market ETFDimensional U.S. Core Equity 2 ETFVanguard Star FDSvs. Q2 2022SEC
Q2 2022Jul 22, 2022101$252.1MVanguard Morningstar Total Stock Market ETFDimensional U.S. Core Equity 2 ETFVanguard Star FDSvs. Q1 2022SEC
Q1 2022May 4, 2022107$297.6MVanguard Morningstar Total Stock Market ETFVanguard Star FDSAAPLvs. Q4 2021SEC
Q4 2021Jan 13, 202281$215.9MVanguard Morningstar Total Stock Market ETFVanguard Star FDSVanguard Morningstar Value ETFvs. Q3 2021SEC
Q3 2021Oct 6, 202198$271.6MVanguard Morningstar Total Stock Market ETFVanguard Star FDSDimensional U.S. Core Equity 2 ETFvs. Q2 2021SEC
Q2 2021Jul 9, 202189$234.7MVanguard Morningstar Total Stock Market ETFVanguard Star FDSVanguard Morningstar Value ETFvs. Q1 2021SEC
Q1 2021Apr 12, 202189$235.5MVanguard Morningstar Total Stock Market ETFVanguard Star FDSVanguard Morningstar Value ETF–SEC