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Team Hewins

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

Top 5 stock holdings are DFIV, DFAT, DFUV, AVUV, DFLV, and represent 83.53% of Team Hewins's stock portfolio.
Added to shares of these 10 stocks: AVUV, DFLV, VOO, SCHD, ESGD, VCEB, DFSV, SPY, VGIT, AVSD.
Started 1 new stock position in ESGD.
Reduced shares in these 10 stocks: DFIV, DFUV, DFAT, IWO, GLD, AVEM, AVLV, IWM, DFUS, VB.
Team Hewins was a net buyer of stock by $1.3M.
Team Hewins has $310M in assets under management (AUM), dropping by 4.80%.
Central Index Key (CIK): 0001964760

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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 40 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Internatnal Val (DFIV)	28.3	$88M		1.8M	49.90	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	17.8	$55M		926k	59.54	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	14.6	$45M		971k	46.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	12.8	$40M	+4%	390k	101.98	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	10.1	$31M	+4%	915k	34.21	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.2	$13M		168k	77.02	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.8	$8.7M		27k	323.01	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.1	$3.5M	+2%	105k	32.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$2.9M		4.2k	683.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$2.6M		3.8k	684.95	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.8	$2.4M	+4%	37k	63.63	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$2.2M		28k	75.77	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$2.1M		29k	74.17	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.6M		3.3k	487.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.1M		3.3k	335.27	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$1.0M		18k	59.93	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$1.0M		20k	52.56	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.3	$928k		13k	74.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$766k		4.0k	190.99	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$628k		7.1k	88.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$559k	+106%	892.00	627.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$518k		2.0k	257.95	View chart
Vaneck Etf Trust Israel Etf (ISRA)	0.2	$483k		8.2k	58.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$465k		3.1k	148.69	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$456k		7.0k	64.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$453k	+86%	17k	27.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$422k		3.5k	120.18	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.1	$365k		4.8k	76.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$353k		1.7k	210.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$335k		1.6k	211.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$282k		11k	26.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$272k		5.1k	53.76	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$262k		3.7k	71.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$260k		897.00	290.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$247k	-16%	624.00	396.31	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$241k		2.6k	90.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$211k	-2%	855.00	246.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$204k		3.1k	66.00	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$201k	NEW	2.1k	95.09	View chart
Gct Semiconductor Hldg Common Stock (GCTS)	0.0	$151k		126k	1.20	View chart

Past Filings by Team Hewins

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

Team Hewins 2025 Q4 filed Jan. 28, 2026
Team Hewins 2025 Q3 filed Nov. 12, 2025
Team Hewins 2025 Q2 filed Aug. 12, 2025
Team Hewins 2024 Q4 restated filed July 8, 2025
Team Hewins 2024 Q3 restated filed July 8, 2025
Team Hewins 2025 Q1 restated filed July 8, 2025
Team Hewins 2025 Q1 filed July 7, 2025
Team Hewins 2024 Q4 filed Jan. 21, 2025
Team Hewins 2024 Q3 filed Nov. 12, 2024
Team Hewins 2023 Q4 restated filed Aug. 20, 2024
Team Hewins 2024 Q1 restated filed Aug. 20, 2024
Team Hewins 2024 Q2 filed Aug. 7, 2024
Team Hewins 2024 Q1 filed May 3, 2024
Team Hewins 2023 Q4 filed Feb. 9, 2024
Team Hewins 2023 Q3 filed Nov. 9, 2023
Team Hewins 2023 Q2 filed Aug. 8, 2023

View all past filings

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