Team Hewins, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Team Hewins, LLC reported 40 stock positions worth $310.3 million. Its top holding was Dimensional International Va (DFIV) at 28.3% of the portfolio, followed by Dimensional US Target Value (DFAT, 17.8%) and Dimensional US Marketwide Va (DFUV, 14.6%). Compared with Q3 2025, it opened 1 new position, added to 11 and reduced 12. The biggest buy was Dim US Large Cap Value ETF (DFLV, shares +5%) and the biggest sale Dimensional US Target Value (DFAT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0001964760
- Portfolio Value
- $310.3M (Q4 2025)
- SEC Filing
- 0001765380-26-000051 ↗ filed Jan 28, 2026
Holdings Value
Holdings 40 stocks · $310.3M
| DFIV Dimensional International Va | 28.29% | 1,759,444 | $87.8M | Reduce -1.6% |
| DFAT Dimensional US Target Value | 17.76% | 925,776 | $55.1M | Reduce -0.6% |
| DFUV Dimensional US Marketwide Va | 14.58% | 971,148 | $45.2M | Reduce -1.5% |
| AVUV Avantis US Small Cap Value | 12.81% | 389,787 | $39.8M | Add +4.0% |
| DFLV Dim US Large Cap Value ETF | 10.09% | 915,237 | $31.3M | Add +5.0% |
| AVEM Avantis Emerging Markets Eq | 4.17% | 167,923 | $12.9M | Reduce -0.2% |
| IWO iShares Russell 2000 Growth | 2.82% | 27,055 | $8.7M | Reduce -0.8% |
| DFSV Dimensional US Small Cap Val | 1.11% | 105,175 | $3.5M | Add +2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.92% | 4,185 | $2.9M | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.85% | 3,832 | $2.6M | Reduce -0.1% |
| VCEB Vanguard ESG US Corp. Bond | 0.76% | 37,032 | $2.4M | Add +4.1% |
| AVLV Avantis US Large Cap Value | 0.69% | 28,413 | $2.2M | Reduce -0.7% |
| DFUS Dimensional US Eq MKT ETF | 0.69% | 28,895 | $2.1M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.51% | 3,272 | $1.6M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 3,283 | $1.1M | No change |
| VGIT Vanguard Intermediate-Term T | 0.34% | 17,500 | $1.0M | Add +0.4% |
| MUNI PIMCO Intermediate Municipal | 0.34% | 19,922 | $1.0M | No change |
| AVSD Avantis Reps Intern Equi ETF | 0.30% | 12,491 | $928K | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 4,010 | $766K | No change |
| DLN Wisdomtree US Largecap Divid | 0.20% | 7,128 | $628K | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.18% | 892 | $559K | Add +106.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 2,009 | $518K | Reduce -0.5% |
| ISRA Vaneck Israel ETF | 0.16% | 8,220 | $483K | No change |
| ITOT iShares Core S&P Total U.S. | 0.15% | 3,130 | $465K | No change |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.15% | 7,011 | $455K | Add +0.0% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 16,496 | $452K | Add +86.7% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 3,507 | $421K | No change |
| AVSU Avantis Resp US Equity ETF | 0.12% | 4,786 | $365K | Add +0.0% |
| IWD iShares Russell 1000 Value E | 0.11% | 1,678 | $353K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 1,580 | $335K | No change |
| SCHB Schwab US Broad Market ETF | 0.09% | 10,764 | $282K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 5,067 | $272K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.08% | 3,665 | $262K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 897 | $260K | No change |
| GLD SPDR Gold Shares | 0.08% | 624 | $247K | Reduce -16.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.08% | 2,644 | $241K | No change |
| IWM iShares Russell 2000 ETF | 0.07% | 855 | $210K | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 0.07% | 3,084 | $204K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.06% | 2,111 | $201K | New |
| GCTS GCT Semiconductor Holding Inc. | 0.05% | 125,640 | $151K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| DFAT Dimensional US Target Value | Reduce -0.6% | 17.76% | −0.55 |
| DFUV Dimensional US Marketwide Va | Reduce -1.5% | 14.58% | −0.30 |
| IWO iShares Russell 2000 Growth | Reduce -0.8% | 2.82% | −0.13 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.2% | 4.17% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 0.85% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.1% | 0.69% | −0.02 |
| GLD SPDR Gold Shares | Reduce -16.7% | 0.08% | −0.01 |
| DLN Wisdomtree US Largecap Divid | Reduce -0.4% | 0.20% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.5% | 0.17% | −0.01 |
| AVLV Avantis US Large Cap Value | Reduce -0.7% | 0.69% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -2.1% | 0.07% | −0.00 |
| DFIV Dimensional International Va | Reduce -1.6% | 28.29% | +0.45 |
Portfolio Buys Q3 2025 → Q4 2025
| DFLV Dim US Large Cap Value ETF | Add +5.0% | 10.09% | +0.40 |
| AVUV Avantis US Small Cap Value | Add +4.0% | 12.81% | +0.22 |
| VOO Vanguard S&P 500 ETF | Add +106.5% | 0.18% | +0.09 |
| ESGD iShares Trust iShares ESG Aw | New | 0.06% | +0.06 |
| SCHD Schwab US DVD Equity ETF | Add +86.7% | 0.15% | +0.06 |
| DFSV Dimensional US Small Cap Val | Add +2.5% | 1.11% | +0.01 |
| AVSU Avantis Resp US Equity ETF | Add +0.0% | 0.12% | −0.00 |
| AVSD Avantis Reps Intern Equi ETF | Add +0.1% | 0.30% | −0.00 |
| AVSE Avantis Resp Emerg MKTS Eq-E | Add +0.0% | 0.15% | −0.00 |
| VCEB Vanguard ESG US Corp. Bond | Add +4.1% | 0.76% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Add +0.4% | 0.34% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.92% | −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 |