Team Hewins

Team Hewins as of March 31, 2024

Portfolio Holdings for Team Hewins

Team Hewins holds 28 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Internatnal Val (DFIV) 26.7 $66M 1.8M 36.75
Dimensional Etf Trust Us Targeted Vlu (DFAT) 22.0 $55M 1.0M 54.43
Dimensional Etf Trust Us Mktwide Value (DFUV) 19.0 $47M 1.2M 40.90
American Centy Etf Tr Us Sml Cp Valu (AVUV) 13.0 $32M 345k 93.71
Dimensional Etf Trust Us Large Cap Val (DFLV) 8.7 $22M 722k 29.99
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.6 $6.5M 113k 57.96
Ishares Tr Rus 2000 Grw Etf (IWO) 2.6 $6.4M 24k 270.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.1M 4.0k 524.62
Vanguard World Esg Us Corp Bd (VCEB) 0.6 $1.5M 24k 62.75
Vanguard Index Fds Value Etf (VTV) 0.5 $1.3M 7.9k 162.86
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.5 $1.1M 22k 52.47
Ishares Tr Core S&p500 Etf (IVV) 0.4 $951k 1.8k 525.75
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $774k 26k 30.10
Dimensional Etf Trust Us Equity Etf (DFUS) 0.3 $731k 13k 56.98
Vanguard Index Fds Small Cp Etf (VB) 0.3 $646k 2.8k 228.59
American Centy Etf Tr Avantis Responsi (AVSD) 0.2 $603k 11k 56.93
Vanguard Index Fds Growth Etf (VUG) 0.2 $448k 1.3k 344.20
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $364k 1.9k 191.88
Ishares Tr Core Msci Eafe (IEFA) 0.1 $336k 4.5k 74.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $313k 3.9k 80.63
Vaneck Etf Trust Israel Etf (ISRA) 0.1 $309k 8.2k 37.53
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $268k 1.5k 182.61
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $268k 1.6k 169.37
American Centy Etf Tr Avantis Responsi (AVSE) 0.1 $253k 5.2k 49.06
Ishares Tr Eafe Value Etf (EFV) 0.1 $250k 4.6k 54.40
Netflix (NFLX) 0.1 $245k 404.00 607.33
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $234k 2.3k 102.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $224k 5.4k 41.77