Team Hewins

Team Hewins as of June 30, 2025

Portfolio Holdings for Team Hewins

Team Hewins holds 34 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Internatnal Val (DFIV) 28.3 $79M 1.8M 42.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 19.0 $53M 976k 53.96
Dimensional Etf Trust Us Mktwide Value (DFUV) 16.1 $45M 1.1M 42.28
American Centy Etf Tr Us Sml Cp Valu (AVUV) 12.2 $34M 371k 91.10
Dimensional Etf Trust Us Large Cap Val (DFLV) 9.4 $26M 839k 31.02
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.2 $12M 171k 68.54
Ishares Tr Rus 2000 Grw Etf (IWO) 2.9 $8.0M 28k 285.86
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.1 $3.1M 107k 29.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.6M 4.2k 619.57
Vanguard World Esg Us Corp Bd (VCEB) 0.8 $2.2M 35k 63.40
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.7 $2.0M 29k 68.21
Dimensional Etf Trust Us Equity Market (DFUS) 0.7 $1.9M 29k 67.02
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $1.0M 17k 59.81
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $1.0M 20k 51.36
American Centy Etf Tr Avantis Responsi (AVSD) 0.3 $858k 13k 67.56
Ishares Tr Core S&p500 Etf (IVV) 0.3 $772k 1.2k 620.93
Vanguard Index Fds Value Etf (VTV) 0.3 $714k 4.0k 177.70
Vanguard Index Fds Growth Etf (VUG) 0.2 $669k 1.5k 438.90
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $565k 6.9k 82.14
Vanguard Index Fds Small Cp Etf (VB) 0.2 $480k 2.0k 237.60
Vaneck Etf Trust Israel Etf (ISRA) 0.2 $426k 8.2k 51.83
American Centy Etf Tr Avantis Responsi (AVSE) 0.1 $411k 7.0k 58.63
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $348k 2.6k 135.04
American Centy Etf Tr Avantis Respon U (AVSU) 0.1 $328k 4.8k 68.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $326k 1.7k 194.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $310k 1.6k 195.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $257k 11k 23.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $255k 447.00 569.78
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $252k 897.00 280.52
Spdr Gold Tr Gold Shs (GLD) 0.1 $251k 824.00 304.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $251k 5.1k 49.46
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $234k 8.8k 26.50
Ishares Tr Eafe Value Etf (EFV) 0.1 $233k 3.7k 63.48
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $211k 2.6k 79.76