Team Hewins, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Team Hewins, LLC reported 39 stock positions worth $296.1 million. Its top holding was Dimensional International Va (DFIV) at 27.8% of the portfolio, followed by Dimensional US Target Value (DFAT, 18.3%) and Dimensional US Marketwide Va (DFUV, 14.9%). Compared with Q2 2025, it opened 5 new positions, added to 9 and reduced 13. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +208%) and the biggest sale Dimensional US Marketwide Va (DFUV, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0001964760
- Portfolio Value
- $296.1M (Q3 2025)
- SEC Filing
- 0001765380-25-000472 ↗ filed Nov 12, 2025
Holdings Value
Holdings 39 stocks · $296.1M
| DFIV Dimensional International Va | 27.84% | 1,787,365 | $82.4M | Reduce -2.5% |
| DFAT Dimensional US Target Value | 18.31% | 931,572 | $54.2M | Reduce -4.6% |
| DFUV Dimensional US Marketwide Va | 14.88% | 986,089 | $44.1M | Reduce -6.6% |
| AVUV Avantis US Small Cap Value | 12.59% | 374,680 | $37.3M | Add +1.0% |
| DFLV Dim US Large Cap Value ETF | 9.69% | 871,764 | $28.7M | Add +3.9% |
| AVEM Avantis Emerging Markets Eq | 4.27% | 168,307 | $12.6M | Reduce -1.3% |
| IWO iShares Russell 2000 Growth | 2.95% | 27,264 | $8.7M | Reduce -2.3% |
| DFSV Dimensional US Small Cap Val | 1.10% | 102,594 | $3.3M | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.94% | 4,178 | $2.8M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.87% | 3,834 | $2.6M | Add +208.2% |
| VCEB Vanguard ESG US Corp. Bond | 0.77% | 35,582 | $2.3M | Add +2.4% |
| DFUS Dimensional US Eq MKT ETF | 0.71% | 28,934 | $2.1M | Reduce -0.3% |
| AVLV Avantis US Large Cap Value | 0.70% | 28,616 | $2.1M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.53% | 3,272 | $1.6M | Add +114.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 3,283 | $1.1M | New |
| VGIT Vanguard Intermediate-Term T | 0.35% | 17,427 | $1.0M | Add +0.8% |
| MUNI PIMCO Intermediate Municipal | 0.35% | 19,922 | $1.0M | Add +1.6% |
| AVSD Avantis Reps Intern Equi ETF | 0.30% | 12,478 | $893K | Reduce -1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 4,010 | $752K | Reduce -0.2% |
| DLN Wisdomtree US Largecap Divid | 0.21% | 7,157 | $623K | Add +4.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 2,020 | $515K | No change |
| ITOT iShares Core S&P Total U.S. | 0.15% | 3,130 | $456K | Add +21.3% |
| ISRA Vaneck Israel ETF | 0.15% | 8,220 | $449K | No change |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.15% | 7,009 | $446K | No change |
| IJR iShares Core S&P Small-Cap E | 0.14% | 3,507 | $417K | New |
| AVSU Avantis Resp US Equity ETF | 0.12% | 4,785 | $352K | No change |
| IWD iShares Russell 1000 Value E | 0.12% | 1,678 | $342K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 1,580 | $331K | No change |
| SCHB Schwab US Broad Market ETF | 0.09% | 10,764 | $277K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 5,067 | $275K | No change |
| GLD SPDR Gold Shares | 0.09% | 749 | $266K | Reduce -9.1% |
| VOO Vanguard S&P 500 ETF | 0.09% | 432 | $265K | Reduce -3.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 897 | $264K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.08% | 3,665 | $249K | No change |
| SCHD Schwab US DVD Equity ETF | 0.08% | 8,835 | $241K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.08% | 2,644 | $234K | No change |
| IWM iShares Russell 2000 ETF | 0.07% | 873 | $211K | New |
| IJH iShares Core S&P Midcap ETF | 0.07% | 3,084 | $201K | New |
| GCTS GCT Semiconductor Holding Inc. | 0.06% | 125,640 | $191K | New |
Portfolio Sells Q2 2025 → Q3 2025
| DFUV Dimensional US Marketwide Va | Reduce -6.6% | 14.88% | −1.21 |
| DFAT Dimensional US Target Value | Reduce -4.6% | 18.31% | −0.68 |
| DFIV Dimensional International Va | Reduce -2.5% | 27.84% | −0.46 |
| DFSV Dimensional US Small Cap Val | Reduce -3.9% | 1.10% | −0.03 |
| AVLV Avantis US Large Cap Value | Reduce -0.5% | 0.70% | −0.01 |
| AVSD Avantis Reps Intern Equi ETF | Reduce -1.7% | 0.30% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.2% | 0.25% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -3.4% | 0.09% | −0.00 |
| GLD SPDR Gold Shares | Reduce -9.1% | 0.09% | −0.00 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.3% | 0.71% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 0.94% | +0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -1.3% | 4.27% | +0.06 |
| IWO iShares Russell 2000 Growth | Reduce -2.3% | 2.95% | +0.07 |
Portfolio Buys Q2 2025 → Q3 2025
| IVV iShares Core S&P 500 ETF | Add +208.2% | 0.87% | +0.59 |
| AVUV Avantis US Small Cap Value | Add +1.0% | 12.59% | +0.40 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.36% | +0.36 |
| DFLV Dim US Large Cap Value ETF | Add +3.9% | 9.69% | +0.30 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +114.6% | 0.53% | +0.29 |
| IJR iShares Core S&P Small-Cap E | New | 0.14% | +0.14 |
| IWM iShares Russell 2000 ETF | New | 0.07% | +0.07 |
| IJH iShares Core S&P Midcap ETF | New | 0.07% | +0.07 |
| GCTS GCT Semiconductor Holding Inc. | New | 0.06% | +0.06 |
| ITOT iShares Core S&P Total U.S. | Add +21.3% | 0.15% | +0.03 |
| DLN Wisdomtree US Largecap Divid | Add +4.0% | 0.21% | +0.01 |
| MUNI PIMCO Intermediate Municipal | Add +1.6% | 0.35% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Add +0.8% | 0.35% | −0.02 |
| VCEB Vanguard ESG US Corp. Bond | Add +2.4% | 0.77% | −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 |