Hemington Wealth Management
DFAC icon

Hemington Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Hemington Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$15.8M Sell
410,039
-8,709
-2% -$325K 2.06% 13
2025
Q2 		$15M Sell
418,748
-24,949
-6% -$832K 2.17% 13
2025
Q1 		$14.6M Sell
443,697
-13,340
-3% -$463K 2.27% 13
2024
Q4 		$15.8M Sell
457,037
-7,159
-2% -$252K 3.98% 7
2024
Q3 		$15.8M Sell
464,196
-11,286
-2% -$373K 4.25% 7
2024
Q2 		$15.3M Sell
475,482
-26,246
-5% -$828K 5.17% 6
2024
Q1 		$16M Sell
501,728
-69,310
-12% -$2.09M 5.81% 6
2023
Q4 		$16.7M Sell
571,038
-14,628
-2% -$396K 6.44% 6
2023
Q3 		$15.3M Sell
585,666
-177,643
-23% -$4.85M 7.29% 5
2023
Q2 		$20.7M Sell
763,309
-124,723
-14% -$3.21M 8.4% 4
2023
Q1 		$22.6M Sell
888,032
-3,544
-0.4% -$89.8K 9.13% 4
2022
Q4 		$21.6M Sell
891,576
-188,358
-17% -$4.58M 9.29% 3
2022
Q3 		$24M Sell
1,079,934
-46,363
-4% -$1.14M 10.48% 2
2022
Q2 		$26.2M Buy
1,126,297
+173,362
+18% +$4.39M 10.41% 2
2022
Q1 		$26.3M Buy
+952,935
New +$26.1M 8.83% 4
2021
Q4 		– Sell
-905,194
Closed -$24.1M – 86
2021
Q3 		$24.1M Buy
+905,194
New +$24.6M 8.86% 3

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Hemington Wealth Management's DFAC Position: Q3 2025 in Review

Hemington Wealth Management reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 2.1% in Q3 2025, selling an estimated $325K and leaving 410,039 shares worth $15.8M. The position accounts for 2.06% of the portfolio, ranked #13.

Hemington Wealth Management first reported a position in DFAC in Q3 2021 and has held it in 16 quarters since. The position peaked at $26.3M in Q1 2022. 1,049 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

  • Hemington Wealth Management held 410,039 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $15.8M as of Q3 2025.
  • Hemington Wealth Management sold 8,709 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2025, an estimated $325K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 2.06% of Hemington Wealth Management's portfolio in Q3 2025, its #13 holding.
  • Hemington Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2021 and has held it in 16 quarters since.
  • Hemington Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $26.3M in Q1 2022.
  • 1,049 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.