Team Hewins, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Team Hewins, LLC reported 41 stock positions worth $336.5 million. Its top holding was Dimensional International Va (DFIV) at 27.6% of the portfolio, followed by Dimensional US Target Value (DFAT, 17.1%) and Dimensional US Marketwide Va (DFUV, 13.9%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 9 and reduced 20. The biggest buy was Dimensional US Eq MKT ETF (DFUS, shares +364%) and the biggest sale Dimensional US Marketwide Va (DFUV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0001964760
- Portfolio Value
- $336.5M (Q1 2026)
- SEC Filing
- 0001765380-26-000130 ↗ filed Apr 30, 2026
Holdings Value
Holdings 41 stocks · $336.5M
| DFIV Dimensional International Va | 27.63% | 1,761,273 | $93.0M | Add +0.1% |
| DFAT Dimensional US Target Value | 17.08% | 920,291 | $57.5M | Reduce -0.6% |
| DFUV Dimensional US Marketwide Va | 13.89% | 964,366 | $46.7M | Reduce -0.7% |
| AVUV Avantis US Small Cap Value | 13.58% | 413,588 | $45.7M | Add +6.1% |
| DFLV Dim US Large Cap Value ETF | 10.02% | 944,372 | $33.7M | Add +3.2% |
| AVEM Avantis Emerging Markets Eq | 3.93% | 164,052 | $13.2M | Reduce -2.3% |
| DFUS Dimensional US Eq MKT ETF | 2.83% | 134,127 | $9.5M | Add +364.2% |
| IWO iShares Russell 2000 Growth | 2.50% | 26,825 | $8.4M | Reduce -0.8% |
| DFSV Dimensional US Small Cap Val | 1.09% | 104,353 | $3.7M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 4,169 | $2.7M | Reduce -0.4% |
| IVV iShares Core S&P 500 ETF | 0.74% | 3,819 | $2.5M | Reduce -0.3% |
| VCEB Vanguard ESG US Corp. Bond | 0.69% | 37,176 | $2.3M | Add +0.4% |
| AVLV Avantis US Large Cap Value | 0.68% | 28,220 | $2.3M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.50% | 7,796 | $1.7M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 3,118 | $1.4M | Reduce -4.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 3,283 | $1.1M | No change |
| VGIT Vanguard Intermediate-Term T | 0.31% | 17,566 | $1.0M | Add +0.4% |
| MUNI PIMCO Intermediate Municipal | 0.31% | 19,922 | $1.0M | No change |
| AVSD Avantis Reps Intern Equi ETF | 0.27% | 12,269 | $904K | Reduce -1.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 4,010 | $787K | No change |
| DLN Wisdomtree US Largecap Divid | 0.19% | 7,128 | $637K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 2,007 | $526K | Reduce -0.1% |
| ISRA Vaneck Israel ETF | 0.15% | 8,220 | $497K | No change |
| SCHD Schwab US DVD Equity ETF | 0.14% | 15,867 | $487K | Reduce -3.8% |
| SCHB Schwab US Broad Market ETF | 0.14% | 19,280 | $484K | Add +79.1% |
| AVSE Avantis Resp Emerg MKTS Eq-E | 0.13% | 6,791 | $452K | Reduce -3.1% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 3,482 | $433K | Reduce -0.7% |
| IWM iShares Russell 2000 ETF | 0.12% | 1,588 | $394K | Add +85.7% |
| ITOT iShares Core S&P Total U.S. | 0.11% | 2,583 | $368K | Reduce -17.5% |
| IWD iShares Russell 1000 Value E | 0.11% | 1,678 | $359K | No change |
| AVSU Avantis Resp US Equity ETF | 0.11% | 4,839 | $358K | Add +1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.09% | 1,390 | $302K | Reduce -12.0% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 5,067 | $274K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.08% | 3,665 | $272K | No change |
| GLD SPDR Gold Shares | 0.08% | 603 | $259K | Reduce -3.4% |
| VOO Vanguard S&P 500 ETF | 0.08% | 427 | $255K | Reduce -52.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 878 | $252K | Reduce -2.1% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.07% | 2,644 | $250K | No change |
| MDY State Street SPDR S&P Midcap | 0.07% | 373 | $231K | New |
| IJH iShares Core S&P Midcap ETF | 0.06% | 2,962 | $200K | Reduce -4.0% |
| GCTS GCT Semiconductor Holding Inc. | 0.04% | 125,640 | $143K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| DFUV Dimensional US Marketwide Va | Reduce -0.7% | 13.89% | −0.69 |
| DFAT Dimensional US Target Value | Reduce -0.6% | 17.08% | −0.68 |
| IWO iShares Russell 2000 Growth | Reduce -0.8% | 2.50% | −0.31 |
| AVEM Avantis Emerging Markets Eq | Reduce -2.3% | 3.93% | −0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 0.81% | −0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.7% | 0.40% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 0.74% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -52.1% | 0.08% | −0.10 |
| ESGD iShares Trust iShares ESG Aw | Sold out | 0.00% | −0.06 |
| ITOT iShares Core S&P Total U.S. | Reduce -17.5% | 0.11% | −0.04 |
| AVSD Avantis Reps Intern Equi ETF | Reduce -1.8% | 0.27% | −0.03 |
| DFSV Dimensional US Small Cap Val | Reduce -0.8% | 1.09% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -12.0% | 0.09% | −0.02 |
| AVLV Avantis US Large Cap Value | Reduce -0.7% | 0.68% | −0.02 |
| AVSE Avantis Resp Emerg MKTS Eq-E | Reduce -3.1% | 0.13% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.1% | 0.16% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.1% | 0.07% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.7% | 0.13% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.0% | 0.06% | −0.01 |
| GLD SPDR Gold Shares | Reduce -3.4% | 0.08% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.8% | 0.14% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| DFUS Dimensional US Eq MKT ETF | Add +364.2% | 2.83% | +2.14 |
| AVUV Avantis US Small Cap Value | Add +6.1% | 13.58% | +0.77 |
| VIG Vanguard Dividend Apprec ETF | New | 0.50% | +0.50 |
| MDY State Street SPDR S&P Midcap | New | 0.07% | +0.07 |
| SCHB Schwab US Broad Market ETF | Add +79.1% | 0.14% | +0.05 |
| IWM iShares Russell 2000 ETF | Add +85.7% | 0.12% | +0.05 |
| AVSU Avantis Resp US Equity ETF | Add +1.1% | 0.11% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Add +0.4% | 0.31% | −0.03 |
| VCEB Vanguard ESG US Corp. Bond | Add +0.4% | 0.69% | −0.07 |
| DFLV Dim US Large Cap Value ETF | Add +3.2% | 10.02% | −0.07 |
| DFIV Dimensional International Va | Add +0.1% | 27.63% | −0.66 |
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 |