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  Name: Hemington Wealth Management
  City: FALLS CHURCH
  State: VA
  Zip: 22043
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $275,987,000
  Total Value Change : $16,885,000
  Securities Held Change : 4
   
All Securities Held : 113
  New Positions : 12
  Closed Positions : 8
  Increased Positions : 26
  Unchanged Positions : 23
  Decreased Positions : 52

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 9 New $0.00 $6,426,000 175,855 2.33% 6,426,000 175,855 0.195    N/A
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... 20 New $0.00 $2,709,000 57,577 0.98% 2,709,000 57,577 0.064    N/A
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 27 New $0.00 $1,888,000 62,448 0.68% 1,888,000 62,448 0.048    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 34 New $0.00 $1,314,000 43,626 0.48% 1,314,000 43,626 0.048    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 39 New $0.00 $1,052,000 41,270 0.38% 1,052,000 41,270 0.04    N/A
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 78 New $0.00 $448,000 16,470 0.16% 448,000 16,470 0    N/A
   (NUE)1 Year Chart         NUE Nucor Corp 85 New $166.67 $393,000 1,983 0.14% 393,000 1,983 0.001    Steel & Iron
   (HON)1 Year Chart         HON Honeywell International Inc 100 New $200.91 $245,000 1,190 0.09% 245,000 1,190 0    Conglomerates
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 105 New $451.55 $222,000 498 0.08% 222,000 498 0    Closed - End Fund - Debt
   (ORCL)1 Year Chart         ORCL Oracle Corp 104 New $117.09 $222,000 1,765 0.08% 222,000 1,765 0    Application Software
   (DHR)1 Year Chart         DHR Danaher Corp 109 New $252.74 $216,000 863 0.08% 216,000 863 0    General Building Mate...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 110 New $218.01 $210,000 696 0.08% 210,000 696 0    Internet Software & S...

      12 Records Found
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