Team Hewins

Team Hewins as of Sept. 30, 2024

Portfolio Holdings for Team Hewins

Team Hewins holds 38 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Internatnal Val (DFIV) 26.4 $69M 1.8M 38.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 21.3 $56M 1.0M 55.63
Dimensional Etf Trust Us Mktwide Value (DFUV) 17.6 $46M 1.1M 41.69
American Centy Etf Tr Us Sml Cp Valu (AVUV) 12.5 $33M 341k 95.95
Dimensional Etf Trust Us Large Cap Val (DFLV) 8.9 $23M 753k 30.81
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.7 $7.1M 110k 64.60
Ishares Tr Rus 2000 Grw Etf (IWO) 2.5 $6.6M 23k 284.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.4M 4.1k 575.48
Dimensional Etf Trust Us Equity Market (DFUS) 0.9 $2.4M 38k 62.20
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.7 $1.8M 18k 100.29
Vanguard World Esg Us Corp Bd (VCEB) 0.6 $1.7M 26k 64.88
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.4M 2.5k 576.83
Vanguard Index Fds Value Etf (VTV) 0.5 $1.4M 7.9k 174.57
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $957k 18k 52.98
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $800k 19k 43.19
Vanguard Index Fds Small Cp Etf (VB) 0.3 $679k 2.9k 237.79
Vanguard Index Fds Growth Etf (VUG) 0.3 $654k 1.7k 383.93
American Centy Etf Tr Avantis Responsi (AVSD) 0.2 $590k 9.7k 60.58
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $552k 7.0k 78.56
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $546k 18k 30.80
Spdr Gold Tr Gold Shs (GLD) 0.2 $435k 1.8k 243.06
Ishares Tr Core Msci Eafe (IEFA) 0.2 $429k 5.5k 78.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $381k 1.9k 200.78
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $348k 1.8k 189.80
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $339k 11k 31.78
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $324k 2.6k 125.62
Vaneck Etf Trust Israel Etf (ISRA) 0.1 $322k 8.2k 39.14
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $303k 3.6k 84.53
American Centy Etf Tr Avantis Responsi (AVSE) 0.1 $283k 5.1k 55.32
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $279k 1.4k 198.90
Ishares Tr Eafe Value Etf (EFV) 0.1 $270k 4.7k 57.53
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $259k 9.0k 28.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $254k 5.3k 47.85
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $246k 2.3k 107.66
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $237k 897.00 263.83
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $212k 2.4k 86.82
Ishares Tr Russell 2000 Etf (IWM) 0.1 $204k 925.00 220.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $204k 3.3k 62.32