Team Hewins, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed July 8, 2025), Team Hewins, LLC reported 38 stock positions worth $255.7 million. Its top holding was Dimensional International Va (DFIV) at 25.5% of the portfolio, followed by Dimensional US Target Value (DFAT, 21.5%) and Dimensional US Marketwide Va (DFUV, 17.4%). Compared with Q3 2024, it opened 3 new positions, sold out of 3, added to 12 and reduced 14. The biggest buy was Avantis US Small Cap Value (AVUV, shares +5%) and the biggest sale Goldman Sachs Access Treasur (GBIL, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0001964760
- Portfolio Value
- $255.7M (Q4 2024)
- SEC Filing
- 0001765380-25-000243 ↗ filed Jul 8, 2025
Holdings Value
Holdings 38 stocks · $255.7M
| DFIV Dimensional International Va | 25.48% | 1,835,800 | $65.1M | Add +1.2% |
| DFAT Dimensional US Target Value | 21.48% | 986,639 | $54.9M | Reduce -1.5% |
| DFUV Dimensional US Marketwide Va | 17.40% | 1,087,191 | $44.5M | Reduce -1.3% |
| AVUV Avantis US Small Cap Value | 13.49% | 357,418 | $34.5M | Add +5.0% |
| DFLV Dim US Large Cap Value ETF | 9.42% | 801,741 | $24.1M | Add +6.5% |
| IWO iShares Russell 2000 Growth | 2.59% | 23,003 | $6.6M | Reduce -0.5% |
| AVEM Avantis Emerging Markets Eq | 2.52% | 109,713 | $6.5M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.97% | 4,210 | $2.5M | Add +1.6% |
| DFUS Dimensional US Eq MKT ETF | 0.78% | 31,402 | $2.0M | Reduce -17.5% |
| VCEB Vanguard ESG US Corp. Bond | 0.67% | 27,735 | $1.7M | Add +8.7% |
| IVV iShares Core S&P 500 ETF | 0.58% | 2,511 | $1.5M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.50% | 7,592 | $1.3M | Reduce -4.3% |
| MUNI PIMCO Intermediate Municipal | 0.40% | 19,735 | $1.0M | Add +9.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.36% | 2,234 | $917K | Add +31.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 2,846 | $684K | Reduce -0.3% |
| AVSD Avantis Reps Intern Equi ETF | 0.27% | 12,212 | $680K | Add +25.4% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 2,811 | $550K | Add +100.5% |
| DLN Wisdomtree US Largecap Divid | 0.21% | 6,880 | $535K | Reduce -2.1% |
| DFSV Dimensional US Small Cap Val | 0.19% | 16,136 | $497K | Reduce -8.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 2,235 | $443K | Add +17.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 5,492 | $386K | No change |
| VOO Vanguard S&P 500 ETF | 0.15% | 710 | $383K | New |
| ISRA Vaneck Israel ETF | 0.14% | 8,220 | $358K | No change |
| IWD iShares Russell 1000 Value E | 0.13% | 1,835 | $340K | No change |
| ITOT iShares Core S&P Total U.S. | 0.13% | 2,580 | $332K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,107 | $321K | New |
| GBIL Goldman Sachs Access Treasur | 0.12% | 3,003 | $301K | Reduce -83.0% |
| DFCF Dimensional Core Fixed Inc. | 0.12% | 7,210 | $298K | Reduce -61.0% |
| GLD SPDR Gold Shares | 0.12% | 1,220 | $295K | Reduce -31.8% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 10,755 | $294K | No change |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.10% | 5,125 | $258K | Add +0.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.10% | 2,280 | $248K | No change |
| SCHB Schwab US Broad Market ETF | 0.10% | 10,764 | $244K | New |
| EFV iShares MSCI Eafe Value ETF | 0.09% | 4,595 | $241K | Reduce -2.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 897 | $237K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 5,299 | $233K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.09% | 2,644 | $231K | Add +8.4% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 3,220 | $201K | Reduce -1.6% |
Portfolio Sells Q3 2024 → Q4 2024
| GBIL Goldman Sachs Access Treasur | Reduce -83.0% | 0.12% | −0.56 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.4% | 2.52% | −0.20 |
| DFCF Dimensional Core Fixed Inc. | Reduce -61.0% | 0.12% | −0.19 |
| DFUV Dimensional US Marketwide Va | Reduce -1.3% | 17.40% | −0.17 |
| DFAI Dimensional International Co. | Sold out | 0.00% | −0.13 |
| DFUS Dimensional US Eq MKT ETF | Reduce -17.5% | 0.78% | −0.12 |
| DFGR Dim Global Real Estate ETF | Sold out | 0.00% | −0.10 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.08 |
| GLD SPDR Gold Shares | Reduce -31.8% | 0.12% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.3% | 0.50% | −0.03 |
| DFSV Dimensional US Small Cap Val | Reduce -8.9% | 0.19% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -2.1% | 0.09% | −0.01 |
| DLN Wisdomtree US Largecap Divid | Reduce -2.1% | 0.21% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.6% | 0.08% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.3% | 0.27% | +0.01 |
| IWO iShares Russell 2000 Growth | Reduce -0.5% | 2.59% | +0.08 |
| DFAT Dimensional US Target Value | Reduce -1.5% | 21.48% | +0.16 |
Portfolio Buys Q3 2024 → Q4 2024
| AVUV Avantis US Small Cap Value | Add +5.0% | 13.49% | +0.99 |
| DFLV Dim US Large Cap Value ETF | Add +6.5% | 9.42% | +0.54 |
| VOO Vanguard S&P 500 ETF | New | 0.15% | +0.15 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.13% | +0.13 |
| VIG Vanguard Dividend Apprec ETF | Add +100.5% | 0.22% | +0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +31.2% | 0.36% | +0.11 |
| SCHB Schwab US Broad Market ETF | New | 0.10% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.6% | 0.97% | +0.06 |
| AVSD Avantis Reps Intern Equi ETF | Add +25.4% | 0.27% | +0.04 |
| VCEB Vanguard ESG US Corp. Bond | Add +8.7% | 0.67% | +0.04 |
| MUNI PIMCO Intermediate Municipal | Add +9.3% | 0.40% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +17.7% | 0.17% | +0.03 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +8.4% | 0.09% | +0.01 |
| AVSE Avantis Resp Emerg MKTS Eq-E | Add +0.0% | 0.10% | −0.01 |
| DFIV Dimensional International Va | Add +1.2% | 25.48% | −0.94 |
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 |