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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 82.19% of Team Hewins's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$7.5M), AVUV, VIG, DFLV, MDY, SCHB, IWM, DFIV, VCEB, VGIT.
Started 2 new stock positions in VIG, MDY.
Reduced shares in these 10 stocks: DFAT, DFUV, AVEM, VOO, ESGD, ITOT, IWO, VUG, VBR, DFSV.
Sold out of its position in ESGD.
Team Hewins was a net buyer of stock by $12M.
Team Hewins has $337M in assets under management (AUM), dropping by 8.43%.
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 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Internatnal Val (DFIV)	27.6	$93M		1.8M	52.78	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	17.1	$58M		920k	62.45	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	13.9	$47M		964k	48.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	13.6	$46M	+6%	414k	110.47	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	10.0	$34M	+3%	944k	35.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.9	$13M	-2%	164k	80.58	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.8	$9.5M	+364%	134k	70.91	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.5	$8.4M		27k	313.81	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.1	$3.7M		104k	35.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$2.7M		4.2k	652.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$2.5M		3.8k	653.22	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.7	$2.3M		37k	62.83	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$2.3M		28k	80.61	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.7M	NEW	7.8k	215.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.4M	-4%	3.1k	436.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.1M		3.3k	320.81	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$1.0M		18k	59.55	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$1.0M		20k	52.19	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.3	$904k		12k	73.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$787k		4.0k	196.20	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$637k		7.1k	89.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$526k		2.0k	261.92	View chart
Vaneck Etf Trust Israel Etf (ISRA)	0.1	$497k		8.2k	60.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$487k	-3%	16k	30.68	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$484k	+79%	19k	25.10	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$452k	-3%	6.8k	66.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$433k		3.5k	124.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$394k	+85%	1.6k	248.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$368k	-17%	2.6k	142.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$359k		1.7k	213.67	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.1	$358k		4.8k	73.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$302k	-12%	1.4k	217.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$274k		5.1k	54.05	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$273k		3.7k	74.35	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$260k	-3%	603.00	430.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$255k	-52%	427.00	597.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$252k	-2%	878.00	287.18	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$250k		2.6k	94.58	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$231k	NEW	373.00	618.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$200k	-3%	3.0k	67.53	View chart
Gct Semiconductor Hldg Common Stock (GCTS)	0.0	$143k		126k	1.14	View chart

Past Filings by Team Hewins

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

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
Team Hewins 2023 Q3 filed Nov. 9, 2023

View all past filings

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