Team Hewins, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Team Hewins, LLC reported 34 stock positions worth $277.3 million. Its top holding was Dimensional International Va (DFIV) at 28.3% of the portfolio, followed by Dimensional US Target Value (DFAT, 19.0%) and Dimensional US Marketwide Va (DFUV, 16.1%). Compared with Q1 2025, it opened 2 new positions, sold out of 4, added to 11 and reduced 8. The biggest buy was Avantis Emerging Markets Eq (AVEM, shares +53%) and the biggest sale Dimensional US Marketwide Va (DFUV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0001964760
- Portfolio Value
- $277.3M (Q2 2025)
- SEC Filing
- 0001765380-25-000337 ↗ filed Aug 12, 2025
Holdings Value
Holdings 34 stocks · $277.3M
| DFIV Dimensional International Va | 28.30% | 1,832,574 | $78.5M | Reduce -1.0% |
| DFAT Dimensional US Target Value | 18.99% | 976,037 | $52.7M | Reduce -0.2% |
| DFUV Dimensional US Marketwide Va | 16.10% | 1,055,864 | $44.6M | Reduce -1.8% |
| AVUV Avantis US Small Cap Value | 12.19% | 371,111 | $33.8M | Add +5.8% |
| DFLV Dim US Large Cap Value ETF | 9.39% | 839,232 | $26.0M | Add +1.6% |
| AVEM Avantis Emerging Markets Eq | 4.21% | 170,506 | $11.7M | Add +52.7% |
| IWO iShares Russell 2000 Growth | 2.88% | 27,910 | $8.0M | Add +7.7% |
| DFSV Dimensional US Small Cap Val | 1.13% | 106,750 | $3.1M | Add +37.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.94% | 4,189 | $2.6M | No change |
| VCEB Vanguard ESG US Corp. Bond | 0.79% | 34,746 | $2.2M | Add +1.0% |
| AVLV Avantis US Large Cap Value | 0.71% | 28,772 | $2.0M | New |
| DFUS Dimensional US Eq MKT ETF | 0.70% | 29,016 | $1.9M | Reduce -5.4% |
| VGIT Vanguard Intermediate-Term T | 0.37% | 17,290 | $1.0M | Add +24.8% |
| MUNI PIMCO Intermediate Municipal | 0.36% | 19,612 | $1.0M | No change |
| AVSD Avantis Reps Intern Equi ETF | 0.31% | 12,699 | $858K | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.28% | 1,244 | $772K | Reduce -50.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 4,019 | $714K | Reduce -46.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 1,525 | $669K | Add +1.2% |
| DLN Wisdomtree US Largecap Divid | 0.20% | 6,880 | $565K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 2,020 | $480K | Reduce -26.6% |
| ISRA Vaneck Israel ETF | 0.15% | 8,220 | $426K | No change |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.15% | 7,009 | $411K | Add +36.4% |
| ITOT iShares Core S&P Total U.S. | 0.13% | 2,580 | $348K | No change |
| AVSU Avantis Resp US Equity ETF | 0.12% | 4,785 | $328K | New |
| IWD iShares Russell 1000 Value E | 0.12% | 1,678 | $326K | Add +0.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 1,580 | $310K | No change |
| SCHB Schwab US Broad Market ETF | 0.09% | 10,764 | $257K | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 447 | $255K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 897 | $252K | No change |
| GLD SPDR Gold Shares | 0.09% | 824 | $251K | Reduce -5.0% |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 5,067 | $251K | No change |
| SCHD Schwab US DVD Equity ETF | 0.08% | 8,835 | $234K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.08% | 3,665 | $233K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.08% | 2,644 | $211K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| DFUV Dimensional US Marketwide Va | Reduce -1.8% | 16.10% | −1.12 |
| DFAT Dimensional US Target Value | Reduce -0.2% | 18.99% | −0.57 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.31 |
| IVV iShares Core S&P 500 ETF | Reduce -50.5% | 0.28% | −0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -46.5% | 0.26% | −0.25 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.16 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.11 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -26.6% | 0.17% | −0.06 |
| DFIV Dimensional International Va | Reduce -1.0% | 28.30% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Reduce -5.4% | 0.70% | −0.02 |
| GLD SPDR Gold Shares | Reduce -5.0% | 0.09% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| AVEM Avantis Emerging Markets Eq | Add +52.7% | 4.21% | +1.60 |
| AVLV Avantis US Large Cap Value | New | 0.71% | +0.71 |
| AVUV Avantis US Small Cap Value | Add +5.8% | 12.19% | +0.31 |
| IWO iShares Russell 2000 Growth | Add +7.7% | 2.88% | +0.30 |
| DFSV Dimensional US Small Cap Val | Add +37.2% | 1.13% | +0.28 |
| AVSU Avantis Resp US Equity ETF | New | 0.12% | +0.12 |
| VGIT Vanguard Intermediate-Term T | Add +24.8% | 0.37% | +0.05 |
| AVSE Avantis Resp Emerg MKTS Eq-E | Add +36.4% | 0.15% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.2% | 0.24% | +0.02 |
| AVSD Avantis Reps Intern Equi ETF | Add +0.0% | 0.31% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +0.8% | 0.12% | −0.00 |
| VCEB Vanguard ESG US Corp. Bond | Add +1.0% | 0.79% | −0.05 |
| DFLV Dim US Large Cap Value ETF | Add +1.6% | 9.39% | −0.43 |
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 |