Team Hewins

Team Hewins as of Dec. 31, 2023

Portfolio Holdings for Team Hewins

Team Hewins holds 26 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Internatnal Val (DFIV) 26.2 $60M 1.8M 34.36
Dimensional Etf Trust Us Targeted Vlu (DFAT) 22.9 $53M 1.0M 52.33
Dimensional Etf Trust Us Mktwide Value (DFUV) 18.8 $43M 1.2M 37.22
American Centy Etf Tr Us Sml Cp Valu (AVUV) 13.2 $31M 340k 89.80
Dimensional Etf Trust Us Large Cap Val (DFLV) 8.3 $19M 703k 27.05
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.8 $6.4M 113k 56.39
Ishares Tr Rus 2000 Grw Etf (IWO) 2.6 $5.9M 24k 252.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.9M 3.9k 477.17
Vanguard World Esg Us Corp Bd (VCEB) 0.7 $1.5M 24k 63.38
Vanguard Index Fds Value Etf (VTV) 0.5 $1.2M 8.2k 149.50
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.5 $1.2M 22k 52.95
Ishares Tr Core S&p500 Etf (IVV) 0.4 $867k 1.8k 477.64
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $768k 26k 29.12
Dimensional Etf Trust Us Equity Etf (DFUS) 0.3 $665k 13k 51.83
Vanguard Index Fds Small Cp Etf (VB) 0.3 $603k 2.8k 213.33
American Centy Etf Tr Avantis Responsi (AVSD) 0.2 $569k 11k 53.89
Vanguard Index Fds Growth Etf (VUG) 0.2 $478k 1.5k 310.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $409k 2.3k 179.97
Ishares Tr Core Msci Eafe (IEFA) 0.1 $314k 4.5k 70.35
Vaneck Etf Trust Israel Etf (ISRA) 0.1 $288k 8.2k 34.98
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $278k 3.7k 76.13
Ishares Tr Eafe Value Etf (EFV) 0.1 $268k 5.1k 52.10
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $250k 1.5k 170.40
American Centy Etf Tr Avantis Responsi (AVSE) 0.1 $246k 5.1k 47.96
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $235k 2.3k 103.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $218k 5.3k 41.10