Team Hewins, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Team Hewins, LLC reported 40 stock positions worth $365.5 million. Its top holding was Dimensional International Va (DFIV) at 25.8% of the portfolio, followed by Dimensional US Target Value (DFAT, 17.6%) and Dimensional US Marketwide Va (DFUV, 14.3%). Compared with Q1 2026, it sold out of 1, added to 11 and reduced 15. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +0%) and the biggest sale Dimensional International Va (DFIV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0001964760
- Portfolio Value
- $365.5M (Q2 2026)
- SEC Filing
- 0001765380-26-000240 ↗ filed Jul 29, 2026
Holdings Value
Holdings 40 stocks · $365.5M
| DFIV Dimensional International Va | 25.80% | 1,745,668 | $94.3M | Reduce -0.9% |
| DFAT Dimensional US Target Value | 17.55% | 917,911 | $64.2M | Reduce -0.3% |
| DFUV Dimensional US Marketwide Va | 14.32% | 951,799 | $52.4M | Reduce -1.3% |
| AVUV Avantis US Small Cap Value | 14.04% | 411,350 | $51.3M | Reduce -0.5% |
| DFLV Dim US Large Cap Value ETF | 10.12% | 935,378 | $37.0M | Reduce -0.9% |
| AVEM Avantis Emerging Markets Eq | 4.11% | 155,688 | $15.0M | Reduce -5.1% |
| DFUS Dimensional US Eq MKT ETF | 3.01% | 134,100 | $11.0M | Reduce -0.0% |
| IWO iShares Russell 2000 Growth | 2.76% | 25,574 | $10.1M | Reduce -4.7% |
| DFSV Dimensional US Small Cap Val | 1.05% | 99,124 | $3.8M | Reduce -5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 4,180 | $3.1M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.79% | 3,853 | $2.9M | Add +0.9% |
| AVLV Avantis US Large Cap Value | 0.69% | 27,847 | $2.5M | Reduce -1.3% |
| VCEB Vanguard ESG US Corp. Bond | 0.63% | 36,850 | $2.3M | Reduce -0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 18,708 | $1.6M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 3,309 | $1.2M | Add +0.8% |
| MUNI PIMCO Intermediate Municipal | 0.29% | 19,922 | $1.0M | No change |
| VGIT Vanguard Intermediate-Term T | 0.29% | 17,690 | $1.0M | Add +0.7% |
| AVSD Avantis Reps Intern Equi ETF | 0.27% | 12,272 | $980K | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 4,010 | $874K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 2,935 | $694K | Reduce -62.4% |
| DLN Wisdomtree US Largecap Divid | 0.19% | 7,128 | $687K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 2,057 | $624K | Add +2.5% |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.15% | 6,755 | $553K | Reduce -0.5% |
| ISRA Vaneck Israel ETF | 0.15% | 8,220 | $533K | No change |
| IJR iShares Core S&P Small-Cap E | 0.14% | 3,482 | $516K | No change |
| SCHD Schwab US DVD Equity ETF | 0.14% | 16,018 | $508K | Add +0.9% |
| IWM iShares Russell 2000 ETF | 0.14% | 1,670 | $502K | Add +5.2% |
| AVSU Avantis Resp US Equity ETF | 0.12% | 4,840 | $428K | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.12% | 616 | $423K | Add +44.3% |
| IWD iShares Russell 1000 Value E | 0.11% | 1,678 | $407K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 1,582 | $384K | Add +13.8% |
| GCTS GCT Semiconductor Holding Inc. | 0.10% | 125,640 | $373K | No change |
| SCHB Schwab US Broad Market ETF | 0.09% | 11,745 | $340K | Reduce -39.1% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 5,067 | $302K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.08% | 2,644 | $288K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 3,512 | $283K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.08% | 3,665 | $281K | No change |
| MDY State Street SPDR S&P Midcap | 0.07% | 373 | $263K | No change |
| IJH iShares Core S&P Midcap ETF | 0.06% | 2,962 | $228K | No change |
| ITOT iShares Core S&P Total U.S. | 0.06% | 1,308 | $215K | Reduce -49.4% |
Portfolio Sells Q1 2026 → Q2 2026
| DFIV Dimensional International Va | Reduce -0.9% | 25.80% | −1.83 |
| VIG Vanguard Dividend Apprec ETF | Reduce -62.4% | 0.19% | −0.31 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.08 |
| VCEB Vanguard ESG US Corp. Bond | Reduce -0.9% | 0.63% | −0.06 |
| SCHB Schwab US Broad Market ETF | Reduce -39.1% | 0.09% | −0.05 |
| ITOT iShares Core S&P Total U.S. | Reduce -49.4% | 0.06% | −0.05 |
| DFSV Dimensional US Small Cap Val | Reduce -5.0% | 1.05% | −0.03 |
| AVSE Avantis Resp Emerg MKTS Eq-E | Reduce -0.5% | 0.15% | +0.02 |
| AVLV Avantis US Large Cap Value | Reduce -1.3% | 0.69% | +0.02 |
| DFLV Dim US Large Cap Value ETF | Reduce -0.9% | 10.12% | +0.10 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.0% | 3.01% | +0.18 |
| AVEM Avantis Emerging Markets Eq | Reduce -5.1% | 4.11% | +0.18 |
| IWO iShares Russell 2000 Growth | Reduce -4.7% | 2.76% | +0.25 |
| DFUV Dimensional US Marketwide Va | Reduce -1.3% | 14.32% | +0.44 |
| AVUV Avantis US Small Cap Value | Reduce -0.5% | 14.04% | +0.46 |
| DFAT Dimensional US Target Value | Reduce -0.3% | 17.55% | +0.47 |
Portfolio Buys Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.86% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +0.9% | 0.79% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +44.3% | 0.12% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.8% | 0.34% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +5.2% | 0.14% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +13.8% | 0.11% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.5% | 0.17% | +0.01 |
| AVSU Avantis Resp US Equity ETF | Add +0.0% | 0.12% | +0.01 |
| AVSD Avantis Reps Intern Equi ETF | Add +0.0% | 0.27% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Add +0.9% | 0.14% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Add +0.7% | 0.29% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $365.5M | DFIV, DFAT, DFUV, AVUV, DFLV |
| Q1 2026 | 41 | $336.5M | DFIV, DFAT, DFUV, AVUV, DFLV |
| Q4 2025 | 40 | $310.3M | DFIV, DFAT, DFUV, AVUV, DFLV |
| Q3 2025 | 39 | $296.1M | DFIV, DFAT, DFUV, AVUV, DFLV |
| Q2 2025 | 34 | $277.3M | DFIV, DFAT, DFUV, AVUV, DFLV |
| Q1 2025Amended | 36 | $257.4M | DFIV, DFAT, DFUV, AVUV, DFLV |
| Q4 2024Amended | 38 | $255.7M | DFIV, DFAT, DFUV, AVUV, DFLV |
| Q3 2024Amended | 38 | $261.4M | DFIV, DFAT, DFUV, AVUV, DFLV |
| Q2 2024 | 33 | $240.7M | DFIV, DFAT, DFUV, AVUV, DFLV |
| Q1 2024Amended | 28 | $248.4M | DFIV, DFAT, DFUV, AVUV, DFLV |