Team Hewins, LLC
CIK: 0001964760Latest portfolio: $310.3M · Q4 2025
Holdings
40
Total Value
$310.3M
New Positions
1
Closed Positions
0
Top Holdings
View All 40 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFIVDIMENSIONAL ETF TRUST | 1,759,444 | $87.8M | 28.29% | -27,921 | |
| 2 | DFATDIMENSIONAL ETF TRUST | 925,776 | $55.1M | 17.76% | -5,796 | |
| 3 | DFUVDIMENSIONAL ETF TRUST | 971,148 | $45.2M | 14.58% | -14,941 | |
| 4 | AVUVAMERICAN CENTY ETF TR | 389,787 | $39.8M | 12.81% | +15K | |
| 5 | DFLVDIMENSIONAL ETF TRUST | 915,237 | $31.3M | 10.09% | +43K | |
| 6 | AVEMAMERICAN CENTY ETF TR | 167,923 | $12.9M | 4.17% | -384 | |
| 7 | IWOISHARES TR | 27,055 | $8.7M | 2.82% | -209 | |
| 8 | DFSVDIMENSIONAL ETF TRUST | 105,175 | $3.5M | 1.11% | +3K | |
| 9 | SPYSPDR S&P 500 ETF TR | 4,185 | $2.9M | 0.92% | +7 | |
| 10 | IVVISHARES TR | 3,832 | $2.6M | 0.85% | -2 | |
| 11 | VCEBVANGUARD WORLD FD | 37,032 | $2.4M | 0.76% | +1K | |
| 12 | AVLVAMERICAN CENTY ETF TR | 28,413 | $2.2M | 0.69% | -203 | |
| 13 | DFUSDIMENSIONAL ETF TRUST | 28,895 | $2.1M | 0.69% | -39 | |
| 14 | VUGVANGUARD INDEX FDS | 3,272 | $1.6M | 0.51% | — | |
| 15 | VTIVANGUARD INDEX FDS | 3,283 | $1.1M | 0.35% | — | |
| 16 | VGITVANGUARD SCOTTSDALE FDS | 17,500 | $1.0M | 0.34% | +73 | |
| 17 | MUNIPIMCO ETF TR | 19,922 | $1.0M | 0.34% | — | |
| 18 | AVSDAMERICAN CENTY ETF TR | 12,491 | $927K | 0.30% | +13 | |
| 19 | VTVVANGUARD INDEX FDS | 4,010 | $765K | 0.25% | — | |
| 20 | DLNWISDOMTREE TR | 7,128 | $627K | 0.20% | -29 | |
| 21 | VOOVANGUARD INDEX FDS | 892 | $559K | 0.18% | +460 | |
| 22 | VBVANGUARD INDEX FDS | 2,009 | $518K | 0.17% | -11 | |
| 23 | ISRAVANECK ETF TRUST | 8,220 | $483K | 0.16% | — | |
| 24 | ITOTISHARES TR | 3,130 | $465K | 0.15% | — | |
| 25 | AVSEAMERICAN CENTY ETF TR | 7,011 | $455K | 0.15% | +2 |
Quarterly Changes
New Positions
- ESGDNEW$200K
Closed Positions
No closed positions this quarter
Sector Breakdown
Financial Services0.0% ($8.779655120452454e+127T)
Unknown0.0% ($247K)
Technology0.0% ($150K)
Filing History
Fund Information
Team Hewins, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $310.3M across 40 holdings. The largest position is DIMENSIONAL ETF TRUST (DFIV), representing 28.3% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.