Team Hewins, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed July 8, 2025), Team Hewins, LLC reported 38 stock positions worth $261.4 million. Its top holding was Dimensional International Va (DFIV) at 26.4% of the portfolio, followed by Dimensional US Target Value (DFAT, 21.3%) and Dimensional US Marketwide Va (DFUV, 17.6%). Compared with Q2 2024, it opened 9 new positions, sold out of 4, added to 10 and reduced 10. The biggest buy was a new position in Goldman Sachs Access Treasur (GBIL) and the biggest sale PIMCO Intermediate Municipal (MUNI, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0001964760
- Portfolio Value
- $261.4M (Q3 2024)
- SEC Filing
- 0001765380-25-000244 ↗ filed Jul 8, 2025
Holdings Value
Holdings 38 stocks · $261.4M
| DFIV Dimensional International Va | 26.41% | 1,813,287 | $69.0M | Add +0.6% |
| DFAT Dimensional US Target Value | 21.32% | 1,002,001 | $55.7M | Add +0.5% |
| DFUV Dimensional US Marketwide Va | 17.57% | 1,102,003 | $45.9M | Add +0.3% |
| AVUV Avantis US Small Cap Value | 12.50% | 340,562 | $32.7M | Reduce -1.1% |
| DFLV Dim US Large Cap Value ETF | 8.88% | 753,055 | $23.2M | Add +3.2% |
| AVEM Avantis Emerging Markets Eq | 2.72% | 110,153 | $7.1M | Reduce -3.5% |
| IWO iShares Russell 2000 Growth | 2.51% | 23,111 | $6.6M | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 4,142 | $2.4M | Add +4.8% |
| DFUS Dimensional US Eq MKT ETF | 0.91% | 38,081 | $2.4M | Add +197.0% |
| GBIL Goldman Sachs Access Treasur | 0.68% | 17,695 | $1.8M | New |
| VCEB Vanguard ESG US Corp. Bond | 0.63% | 25,519 | $1.7M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 0.55% | 2,511 | $1.4M | Add +34.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.53% | 7,934 | $1.4M | No change |
| MUNI PIMCO Intermediate Municipal | 0.37% | 18,055 | $957K | Reduce -54.7% |
| DFCF Dimensional Core Fixed Inc. | 0.31% | 18,512 | $800K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 2,855 | $679K | Add +1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 1,703 | $654K | Add +30.8% |
| AVSD Avantis Reps Intern Equi ETF | 0.23% | 9,738 | $590K | Reduce -4.9% |
| DLN Wisdomtree US Largecap Divid | 0.21% | 7,027 | $552K | New |
| DFSV Dimensional US Small Cap Val | 0.21% | 17,719 | $546K | Reduce -3.9% |
| GLD SPDR Gold Shares | 0.17% | 1,789 | $435K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 5,492 | $429K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 1,899 | $381K | No change |
| IWD iShares Russell 1000 Value E | 0.13% | 1,835 | $348K | New |
| DFAI Dimensional International Co. | 0.13% | 10,665 | $339K | New |
| ITOT iShares Core S&P Total U.S. | 0.12% | 2,580 | $324K | No change |
| ISRA Vaneck Israel ETF | 0.12% | 8,220 | $322K | No change |
| SCHD Schwab US DVD Equity ETF | 0.12% | 3,585 | $303K | No change |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.11% | 5,123 | $283K | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 1,402 | $279K | Reduce -14.7% |
| EFV iShares MSCI Eafe Value ETF | 0.10% | 4,693 | $270K | Add +2.1% |
| DFGR Dim Global Real Estate ETF | 0.10% | 8,957 | $259K | New |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 5,299 | $254K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.09% | 2,280 | $245K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 897 | $237K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.08% | 2,438 | $212K | New |
| IWM iShares Russell 2000 ETF | 0.08% | 925 | $204K | Reduce -17.6% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 3,271 | $204K | New |
Portfolio Sells Q2 2024 → Q3 2024
| MUNI PIMCO Intermediate Municipal | Reduce -54.7% | 0.37% | −0.50 |
| AVUV Avantis US Small Cap Value | Reduce -1.1% | 12.50% | −0.34 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.31 |
| AVEM Avantis Emerging Markets Eq | Reduce -3.5% | 2.72% | −0.17 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.11 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.09 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.09 |
| IWO iShares Russell 2000 Growth | Reduce -3.0% | 2.51% | −0.09 |
| VCEB Vanguard ESG US Corp. Bond | Reduce -0.6% | 0.63% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -14.7% | 0.11% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -17.6% | 0.08% | −0.02 |
| DFSV Dimensional US Small Cap Val | Reduce -3.9% | 0.21% | −0.01 |
| AVSD Avantis Reps Intern Equi ETF | Reduce -4.9% | 0.23% | −0.01 |
| AVSE Avantis Resp Emerg MKTS Eq-E | Reduce -0.6% | 0.11% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| GBIL Goldman Sachs Access Treasur | New | 0.68% | +0.68 |
| DFUS Dimensional US Eq MKT ETF | Add +197.0% | 0.91% | +0.59 |
| DFCF Dimensional Core Fixed Inc. | New | 0.31% | +0.31 |
| DLN Wisdomtree US Largecap Divid | New | 0.21% | +0.21 |
| GLD SPDR Gold Shares | New | 0.17% | +0.17 |
| IWD iShares Russell 1000 Value E | New | 0.13% | +0.13 |
| IVV iShares Core S&P 500 ETF | Add +34.6% | 0.55% | +0.13 |
| DFAI Dimensional International Co. | New | 0.13% | +0.13 |
| DFLV Dim US Large Cap Value ETF | Add +3.2% | 8.88% | +0.11 |
| DFGR Dim Global Real Estate ETF | New | 0.10% | +0.10 |
| SLYV SS SPDR S&P 600 SC Val ETF | New | 0.08% | +0.08 |
| IJH iShares Core S&P Midcap ETF | New | 0.08% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +30.8% | 0.25% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.8% | 0.91% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.3% | 0.26% | +0.00 |
| EFV iShares MSCI Eafe Value ETF | Add +2.1% | 0.10% | +0.00 |
| DFAT Dimensional US Target Value | Add +0.5% | 21.32% | −0.15 |
| DFUV Dimensional US Marketwide Va | Add +0.3% | 17.57% | −0.35 |
| DFIV Dimensional International Va | Add +0.6% | 26.41% | −0.49 |
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 |