HWM
DFUS

Hemington Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Hemington Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$7.92M Sell
109,308
-372
-0.3% -$25.9K 1.03% 17
2025
Q2 		$7.35M Buy
109,680
+29,041
+36% +$1.8M 1.06% 17
2025
Q1 		$4.88M Sell
80,639
-11,547
-13% -$738K 0.76% 17
2024
Q4 		$5.88M Sell
92,186
-2,639
-3% -$169K 1.48% 14
2024
Q3 		$5.85M Sell
94,825
-8,692
-8% -$520K 1.58% 12
2024
Q2 		$6.09M Sell
103,517
-13,765
-12% -$783K 2.05% 10
2024
Q1 		$6.68M Sell
117,282
-46
-0% -$2.49K 2.42% 8
2023
Q4 		$6.08M Hold
117,328
– – 2.35% 8
2023
Q3 		$5.46M Sell
117,328
-67,516
-37% -$3.27M 2.6% 7
2023
Q2 		$8.9M Sell
184,844
-5,846
-3% -$266K 3.61% 7
2023
Q1 		$8.47M Sell
190,690
-263
-0.1% -$11.4K 3.42% 7
2022
Q4 		$7.95M Sell
190,953
-138
-0.1% -$5.77K 3.41% 7
2022
Q3 		$7.42M Sell
191,091
-1,637
-0.8% -$70.4K 3.24% 7
2022
Q2 		$7.85M Sell
192,728
-15,933
-8% -$706K 3.12% 7
2022
Q1 		$10.2M Buy
+208,661
New +$10.1M 3.44% 7
2021
Q4 		– Sell
-224,921
Closed -$10.6M – 89
2021
Q3 		$10.6M Buy
+224,921
New +$10.9M 3.91% 6

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

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

Hemington Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.34% in Q3 2025, selling an estimated $25.9K and leaving 109,308 shares worth $7.92M. The position accounts for 1.03% of the portfolio, ranked #17.

Hemington Wealth Management first reported a position in DFUS in Q3 2021 and has held it in 16 quarters since. The position peaked at $10.6M in Q3 2021. 761 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

  • Hemington Wealth Management held 109,308 shares of Dimensional US Equity ETF worth $7.92M as of Q3 2025.
  • Hemington Wealth Management sold 372 Dimensional US Equity ETF shares in Q3 2025, an estimated $25.9K.
  • Dimensional US Equity ETF made up 1.03% of Hemington Wealth Management's portfolio in Q3 2025, its #17 holding.
  • Hemington Wealth Management first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 16 quarters since.
  • Hemington Wealth Management's Dimensional US Equity ETF position peaked at $10.6M in Q3 2021.
  • 761 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

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