Top 41 Team Hewins, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | 27.63% | 1.76M | $93.0M | +0.10%(+1.83K) | $28.73(+93.72%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 17.08% | 920.3K | $57.5M | -0.59%(-5.49K) | $41.52(+58.56%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 13.89% | 964.4K | $46.7M | -0.70%(-6.78K) | $31.59(+66.60%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 13.58% | 413.6K | $45.7M | +6.11%(+23.80K) | $76.56(+53.88%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 10.02% | 944.4K | $33.7M | +3.18%(+29.14K) | $26.62(+43.82%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.93% | 164.1K | $13.2M | -2.31%(-3.87K) | $54.80(+73.13%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.83% | 134.1K | $9.5M | +364.19%(+105.23K) | $68.48(+17.88%) | 2026-03-31 | |
| IWO | ISHARES TR | 2.5% | 26.8K | $8.4M | -0.85%(-230) | $222.49(+65.98%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 1.09% | 104.4K | $3.7M | -0.78%(-822) | $28.57(+28.60%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.81% | 4.2K | $2.7M | -0.38%(-16) | $443.13(+67.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.51% | +50.15% |
| Top 20 Holdings Unweighted | +11.81% | +39.79% |
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