Team Hewins

Latest statistics and disclosures from Team Hewins's latest quarterly 13F-HR filing:

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Positions held by Team Hewins consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Team Hewins

Team Hewins holds 39 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Internatnal Val (DFIV) 27.8 $82M -2% 1.8M 46.12
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 18.3 $54M -4% 932k 58.21
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Dimensional Etf Trust Us Mktwide Value (DFUV) 14.9 $44M -6% 986k 44.69
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 12.6 $37M 375k 99.53
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Dimensional Etf Trust Us Large Cap Val (DFLV) 9.7 $29M +3% 872k 32.90
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American Centy Etf Tr Avantis Emgmkt (AVEM) 4.3 $13M 168k 75.11
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Ishares Tr Rus 2000 Grw Etf (IWO) 2.9 $8.7M -2% 27k 320.04
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Dimensional Etf Trust Us Small Cap Val (DFSV) 1.1 $3.3M -3% 103k 31.84
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.8M 4.2k 667.97
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Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.6M +208% 3.8k 669.31
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Vanguard World Esg Us Corp Bd (VCEB) 0.8 $2.3M +2% 36k 64.20
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Dimensional Etf Trust Us Equity Market (DFUS) 0.7 $2.1M 29k 72.44
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.7 $2.1M 29k 72.26
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Vanguard Index Fds Growth Etf (VUG) 0.5 $1.6M +114% 3.3k 480.12
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.1M NEW 3.3k 329.08
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $1.0M 17k 60.03
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $1.0M 20k 52.28
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American Centy Etf Tr Avantis Responsi (AVSD) 0.3 $893k 13k 71.55
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Vanguard Index Fds Value Etf (VTV) 0.3 $752k 4.0k 187.43
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Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $623k +4% 7.2k 87.03
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $515k 2.0k 254.91
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $456k +21% 3.1k 145.65
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Vaneck Etf Trust Israel Etf (ISRA) 0.2 $449k 8.2k 54.59
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American Centy Etf Tr Avantis Responsi (AVSE) 0.2 $446k 7.0k 63.56
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $417k NEW 3.5k 118.83
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American Centy Etf Tr Avantis Respon U (AVSU) 0.1 $352k 4.8k 73.57
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $342k 1.7k 203.59
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $331k 1.6k 209.64
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $277k 11k 25.71
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $275k 5.1k 54.18
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Spdr Gold Tr Gold Shs (GLD) 0.1 $266k -9% 749.00 355.47
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $265k -3% 432.00 614.12
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $264k 897.00 294.41
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Ishares Tr Eafe Value Etf (EFV) 0.1 $249k 3.7k 67.83
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $241k 8.8k 27.30
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Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $234k 2.6k 88.65
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $211k NEW 873.00 241.96
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $201k NEW 3.1k 65.26
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Gct Semiconductor Hldg Common Stock (GCTS) 0.1 $191k NEW 126k 1.52
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Past Filings by Team Hewins

SEC 13F filings are viewable for Team Hewins going back to 2022