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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 81.83% of Team Hewins's stock portfolio.
Added to shares of these 10 stocks: VUG, VO, VOO, VBR, IVV, IWM, VB, VTI, SPY, VGIT.
Reduced shares in these 10 stocks: VIG, DFIV, AVEM, DFUV, IWO, DFLV, AVUV, , SCHB, ITOT.
Sold out of its position in GLD.
Team Hewins was a net seller of stock by $-3.9M.
Team Hewins has $366M in assets under management (AUM), dropping by 8.63%.
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 June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Internatnal Val (DFIV)	25.8	$94M		1.7M	54.02	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	17.6	$64M		918k	69.90	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	14.3	$52M		952k	55.01	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	14.0	$51M		411k	124.76	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	10.1	$37M		935k	39.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.1	$15M	-5%	156k	96.49	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	3.0	$11M		134k	81.94	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.8	$10M	-4%	26k	393.96	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	1.1	$3.8M	-5%	99k	38.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$3.1M		4.2k	748.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$2.9M		3.9k	748.90	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$2.5M		28k	91.21	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.6	$2.3M		37k	62.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.6M	+500%	19k	86.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.2M		3.3k	370.04	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$1.0M		20k	52.60	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$1.0M		18k	58.98	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.3	$980k		12k	79.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$874k		4.0k	217.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$695k	-62%	2.9k	236.62	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$687k		7.1k	96.32	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$624k	+2%	2.1k	303.12	View chart
American Centy Etf Tr Ava Res Mar Etf (AVSE)	0.2	$553k		6.8k	81.84	View chart
Vaneck Etf Trust Israel Etf (ISRA)	0.1	$533k		8.2k	64.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$516k		3.5k	148.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$508k		16k	31.71	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$502k	+5%	1.7k	300.45	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.1	$428k		4.8k	88.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$423k	+44%	616.00	686.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$407k		1.7k	242.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$384k	+13%	1.6k	242.99	View chart
Gct Semiconductor Hldg Common Stock (GCTS)	0.1	$373k		126k	2.97	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$340k	-39%	12k	28.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$303k		5.1k	59.69	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$289k		2.6k	109.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$283k	+300%	3.5k	80.57	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$281k		3.7k	76.55	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$263k		373.00	705.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$228k		3.0k	77.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$215k	-49%	1.3k	164.27	View chart

Past Filings by Team Hewins

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

Team Hewins 2026 Q2 filed July 29, 2026
Team Hewins 2026 Q1 filed April 30, 2026
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

View all past filings

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