Team Hewins, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed July 8, 2025), Team Hewins, LLC reported 36 stock positions worth $257.4 million. Its top holding was Dimensional International Va (DFIV) at 28.3% of the portfolio, followed by Dimensional US Target Value (DFAT, 19.6%) and Dimensional US Marketwide Va (DFUV, 17.2%). Compared with Q4 2024, it opened 2 new positions, sold out of 4, added to 8 and reduced 18. The biggest buy was Dimensional International Va (DFIV, shares +1%) and the biggest sale Dimensional US Target Value (DFAT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0001964760
- Portfolio Value
- $257.4M (Q1 2025)
- SEC Filing
- 0001765380-25-000245 ↗ filed Jul 8, 2025
Holdings Value
Holdings 36 stocks · $257.4M
| DFIV Dimensional International Va | 28.32% | 1,851,722 | $72.9M | Add +0.9% |
| DFAT Dimensional US Target Value | 19.56% | 977,600 | $50.3M | Reduce -0.9% |
| DFUV Dimensional US Marketwide Va | 17.22% | 1,075,463 | $44.3M | Reduce -1.1% |
| AVUV Avantis US Small Cap Value | 11.88% | 350,657 | $30.6M | Reduce -1.9% |
| DFLV Dim US Large Cap Value ETF | 9.81% | 826,087 | $25.3M | Add +3.0% |
| AVEM Avantis Emerging Markets Eq | 2.61% | 111,671 | $6.7M | Add +1.8% |
| IWO iShares Russell 2000 Growth | 2.57% | 25,907 | $6.6M | Add +12.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 4,189 | $2.4M | Reduce -0.5% |
| DFSV Dimensional US Small Cap Val | 0.85% | 77,810 | $2.2M | Add +382.2% |
| VCEB Vanguard ESG US Corp. Bond | 0.84% | 34,388 | $2.2M | Add +24.0% |
| DFUS Dimensional US Eq MKT ETF | 0.72% | 30,659 | $1.9M | Reduce -2.4% |
| IVV iShares Core S&P 500 ETF | 0.55% | 2,511 | $1.4M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.50% | 7,513 | $1.3M | Reduce -1.0% |
| MUNI PIMCO Intermediate Municipal | 0.39% | 19,612 | $1.0M | Reduce -0.6% |
| VGIT Vanguard Intermediate-Term T | 0.32% | 13,850 | $823K | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.31% | 1 | $798K | New |
| AVSD Avantis Reps Intern Equi ETF | 0.30% | 12,697 | $762K | Add +4.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 2,750 | $610K | Reduce -3.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 1,507 | $559K | Reduce -32.5% |
| DLN Wisdomtree US Largecap Divid | 0.21% | 6,880 | $546K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 5,459 | $413K | Reduce -0.6% |
| ISRA Vaneck Israel ETF | 0.13% | 8,220 | $347K | No change |
| ITOT iShares Core S&P Total U.S. | 0.12% | 2,580 | $315K | No change |
| IWD iShares Russell 1000 Value E | 0.12% | 1,664 | $313K | Reduce -9.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 1,580 | $294K | Reduce -29.3% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 1,402 | $272K | Reduce -50.1% |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.10% | 5,140 | $264K | Add +0.3% |
| GLD SPDR Gold Shares | 0.10% | 867 | $250K | Reduce -28.9% |
| SCHD Schwab US DVD Equity ETF | 0.10% | 8,835 | $247K | Reduce -17.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 897 | $232K | No change |
| SCHB Schwab US Broad Market ETF | 0.09% | 10,764 | $232K | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 447 | $230K | Reduce -37.0% |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 5,067 | $229K | Reduce -4.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.09% | 2,280 | $222K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.08% | 3,665 | $216K | Reduce -20.2% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.08% | 2,644 | $207K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| DFAT Dimensional US Target Value | Reduce -0.9% | 19.56% | −1.92 |
| AVUV Avantis US Small Cap Value | Reduce -1.9% | 11.88% | −1.62 |
| DFUV Dimensional US Marketwide Va | Reduce -1.1% | 17.22% | −0.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -32.5% | 0.22% | −0.14 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.13 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.12 |
| DFCF Dimensional Core Fixed Inc. | Sold out | 0.00% | −0.12 |
| VIG Vanguard Dividend Apprec ETF | Reduce -50.1% | 0.11% | −0.11 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.08 |
| DFUS Dimensional US Eq MKT ETF | Reduce -2.4% | 0.72% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -37.0% | 0.09% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -29.3% | 0.11% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 0.91% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.4% | 0.24% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -17.9% | 0.10% | −0.02 |
| GLD SPDR Gold Shares | Reduce -28.9% | 0.10% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -9.3% | 0.12% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -20.2% | 0.08% | −0.01 |
| MUNI PIMCO Intermediate Municipal | Reduce -0.6% | 0.39% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.4% | 0.09% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.0% | 0.50% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.6% | 0.16% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| DFIV Dimensional International Va | Add +0.9% | 28.32% | +2.84 |
| DFSV Dimensional US Small Cap Val | Add +382.2% | 0.85% | +0.66 |
| DFLV Dim US Large Cap Value ETF | Add +3.0% | 9.81% | +0.40 |
| VGIT Vanguard Intermediate-Term T | New | 0.32% | +0.32 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.31% | +0.31 |
| VCEB Vanguard ESG US Corp. Bond | Add +24.0% | 0.84% | +0.17 |
| AVEM Avantis Emerging Markets Eq | Add +1.8% | 2.61% | +0.09 |
| AVSD Avantis Reps Intern Equi ETF | Add +4.0% | 0.30% | +0.03 |
| AVSE Avantis Resp Emerg MKTS Eq-E | Add +0.3% | 0.10% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +12.6% | 2.57% | −0.02 |
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 |